Veritable’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,124
| Closed | -$751K | – | 32 |
|
|
2023
Q2 | $751K | Sell |
2,124
-240
| -10% | -$84.9K | 0.01% | 438 |
|
|
2023
Q1 | $790K | Buy |
2,364
+426
| +22% | +$142K | 0.01% | 428 |
|
|
2022
Q4 | $409K | Buy |
1,938
+147
| +8% | +$31K | 0.01% | 582 |
|
|
2022
Q3 | $371K | Buy |
1,791
+103
| +6% | +$21.3K | 0.01% | 571 |
|
|
2022
Q2 | $399K | Buy |
1,688
+9
| +0.5% | +$2.13K | 0.01% | 585 |
|
|
2022
Q1 | $732K | Sell |
1,679
-54
| -3% | -$23.5K | 0.01% | 462 |
|
|
2021
Q4 | $1.14M | Buy |
1,733
+37
| +2% | +$24.3K | 0.02% | 373 |
|
|
2021
Q3 | $1.13M | Buy |
1,696
+34
| +2% | +$22.6K | 0.02% | 354 |
|
|
2021
Q2 | $1.02M | Buy |
1,662
+20
| +1% | +$12.2K | 0.02% | 375 |
|
|
2021
Q1 | $889K | Sell |
1,642
-18
| -1% | -$9.75K | 0.02% | 376 |
|
|
2020
Q4 | $887K | Buy |
1,660
+226
| +16% | +$121K | 0.02% | 363 |
|
|
2020
Q3 | $469K | Buy |
1,434
+18
| +1% | +$5.89K | 0.01% | 468 |
|
|
2020
Q2 | $389K | Sell |
1,416
-189
| -12% | -$51.9K | 0.01% | 527 |
|
|
2020
Q1 | $279K | Buy |
1,605
+90
| +6% | +$15.6K | 0.01% | 574 |
|
|
2019
Q4 | $423K | Buy |
1,515
+117
| +8% | +$32.7K | 0.01% | 566 |
|
|
2019
Q3 | $253K | Sell |
1,398
-550
| -28% | -$99.5K | ﹤0.01% | 694 |
|
|
2019
Q2 | $533K | Buy |
1,948
+27
| +1% | +$7.39K | 0.01% | 478 |
|
|
2019
Q1 | $546K | Buy |
1,921
+158
| +9% | +$44.9K | 0.01% | 477 |
|
|
2018
Q4 | $369K | Buy |
1,763
+100
| +6% | +$20.9K | 0.01% | 537 |
|
|
2018
Q3 | $651K | Buy |
1,663
+17
| +1% | +$6.66K | 0.01% | 434 |
|
|
2018
Q2 | $563K | Sell |
1,646
-426
| -21% | -$146K | 0.01% | 468 |
|
|
2018
Q1 | $520K | Buy |
2,072
+87
| +4% | +$21.8K | 0.01% | 481 |
|
|
2017
Q4 | $441K | Buy |
1,985
+465
| +31% | +$103K | 0.01% | 529 |
|
|
2017
Q3 | $283K | Buy |
1,520
+68
| +5% | +$12.7K | 0.01% | 617 |
|
|
2017
Q2 | $218K | Buy |
+1,452
| New | +$218K | 0.01% | 702 |
|
|
2015
Q2 | – | Sell |
-5,062
| Closed | -$272K | – | 741 |
|
|
2015
Q1 | $272K | Buy |
+5,062
| New | +$272K | 0.01% | 770 |
|