Valmark Advisers’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,950
| Closed | -$496K | – | 591 |
|
|
2024
Q3 | $496K | Sell |
1,950
-19
| -1% | -$4.83K | 0.01% | 412 |
|
|
2024
Q2 | $475K | Sell |
1,969
-40
| -2% | -$9.66K | 0.01% | 398 |
|
|
2024
Q1 | $659K | Sell |
2,009
-2,673
| -57% | -$877K | 0.01% | 335 |
|
|
2023
Q4 | $1.28M | Buy |
4,682
+1,235
| +36% | +$338K | 0.02% | 212 |
|
|
2023
Q3 | $1.05M | Buy |
3,447
+999
| +41% | +$305K | 0.02% | 216 |
|
|
2023
Q2 | $866K | Sell |
2,448
-145
| -6% | -$51.3K | 0.02% | 246 |
|
|
2023
Q1 | $866K | Buy |
+2,593
| New | +$866K | 0.02% | 237 |
|