WMA
ALGN icon

Wealth Management Associates’s Align Technology ALGN Stock Holding History

Wealth Management Associates’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-927
Closed -$219K – 175
2022
Q2 		$219K Buy
927
+350
+61% +$108K 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% -$1.78K 0.2% 130
2021
Q1 		$314K Sell
580
-263
-31% -$145K 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 +$190K 0.2% 126
2020
Q1 		– Sell
-811
Closed -$226K – 123
2019
Q4 		$226K Buy
+811
New +$202K 0.16% 137

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