Wealth Alliance’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-771
| Closed | -$235K | – | 511 |
|
|
2023
Q3 | $235K | Sell |
771
-136
| -15% | -$41.5K | 0.04% | 422 |
|
|
2023
Q2 | $321K | Buy |
907
+46
| +5% | +$16.3K | 0.05% | 355 |
|
|
2023
Q1 | $288K | Buy |
+861
| New | +$288K | 0.05% | 377 |
|
|
2022
Q2 | – | Sell |
-539
| Closed | -$235K | – | 442 |
|
|
2022
Q1 | $235K | Sell |
539
-225
| -29% | -$98.1K | 0.05% | 387 |
|
|
2021
Q4 | $502K | Buy |
764
+3
| +0.4% | +$1.97K | 0.1% | 220 |
|
|
2021
Q3 | $507K | Sell |
761
-26
| -3% | -$17.3K | 0.11% | 196 |
|
|
2021
Q2 | $481K | Sell |
787
-65
| -8% | -$39.7K | 0.11% | 201 |
|
|
2021
Q1 | $461K | Sell |
852
-249
| -23% | -$135K | 0.13% | 190 |
|
|
2020
Q4 | $588K | Buy |
1,101
+57
| +5% | +$30.4K | 0.17% | 145 |
|
|
2020
Q3 | $342K | Sell |
1,044
-98
| -9% | -$32.1K | 0.12% | 203 |
|
|
2020
Q2 | $313K | Buy |
+1,142
| New | +$313K | 0.12% | 208 |
|