WMA
Wealth Management Associates’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-927
| Closed | -$219K | – | 175 |
|
|
2022
Q2 | $219K | Buy |
927
+350
| +61% | +$82.8K | 0.15% | 157 |
|
|
2022
Q1 | $252K | Hold |
577
| – | – | 0.14% | 163 |
|
|
2021
Q4 | $379K | Hold |
577
| – | – | 0.2% | 128 |
|
|
2021
Q3 | $384K | Hold |
577
| – | – | 0.22% | 118 |
|
|
2021
Q2 | $353K | Sell |
577
-3
| -0.5% | -$1.83K | 0.2% | 130 |
|
|
2021
Q1 | $314K | Sell |
580
-263
| -31% | -$142K | 0.2% | 123 |
|
|
2020
Q4 | $450K | Hold |
843
| – | – | 0.3% | 88 |
|
|
2020
Q3 | $276K | Hold |
843
| – | – | 0.21% | 119 |
|
|
2020
Q2 | $231K | Buy |
+843
| New | +$231K | 0.2% | 126 |
|
|
2020
Q1 | – | Sell |
-811
| Closed | -$226K | – | 123 |
|
|
2019
Q4 | $226K | Buy |
+811
| New | +$226K | 0.16% | 137 |
|