WealthPLAN Partners’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-35
| Closed | -$11.7K | – | 1260 |
|
|
2023
Q1 | $11.7K | Buy |
+35
| New | +$11.7K | ﹤0.01% | 826 |
|
|
2018
Q3 | – | Sell |
-853
| Closed | -$292K | – | 252 |
|
|
2018
Q2 | $292K | Sell |
853
-518
| -38% | -$177K | 0.06% | 192 |
|
|
2018
Q1 | $344K | Buy |
+1,371
| New | +$344K | 0.08% | 187 |
|
|
2016
Q3 | $26.8K | Buy |
+300
| New | +$26.8K | 0.01% | 431 |
|