Wealthspire Advisors (Maryland)’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.17M | Buy |
3,573
+2,345
| +191% | +$767K | 0.04% | 174 |
|
|
2020
Q2 | $337K | Buy |
+1,228
| New | +$337K | 0.02% | 317 |
|
|
2020
Q1 | – | Sell |
-860
| Closed | -$240K | – | 435 |
|
|
2019
Q4 | $240K | Buy |
+860
| New | +$240K | 0.02% | 431 |
|
|
2019
Q2 | – | Sell |
-613
| Closed | -$174K | – | 512 |
|
|
2019
Q1 | $174K | Sell |
613
-80
| -12% | -$22.7K | 0.01% | 469 |
|
|
2018
Q4 | $145K | Buy |
693
+135
| +24% | +$28.2K | 0.01% | 488 |
|
|
2018
Q3 | $218K | Buy |
558
+13
| +2% | +$5.08K | 0.02% | 430 |
|
|
2018
Q2 | $186K | Buy |
545
+2
| +0.4% | +$683 | 0.02% | 489 |
|
|
2018
Q1 | $136K | Sell |
543
-97
| -15% | -$24.3K | 0.01% | 589 |
|
|
2017
Q4 | $142K | Sell |
640
-99
| -13% | -$22K | 0.01% | 590 |
|
|
2017
Q3 | $138K | Sell |
739
-173
| -19% | -$32.3K | 0.02% | 594 |
|
|
2017
Q2 | $137K | Buy |
912
+105
| +13% | +$15.8K | 0.02% | 574 |
|
|
2017
Q1 | $93K | Buy |
807
+9
| +1% | +$1.04K | 0.01% | 623 |
|
|
2016
Q4 | $77K | Buy |
798
+64
| +9% | +$6.18K | 0.01% | 659 |
|
|
2016
Q3 | $69K | Sell |
734
-201
| -21% | -$18.9K | 0.01% | 690 |
|
|
2016
Q2 | $75K | Sell |
935
-351
| -27% | -$28.2K | 0.01% | 617 |
|
|
2016
Q1 | $93K | Sell |
1,286
-124
| -9% | -$8.97K | 0.02% | 536 |
|
|
2015
Q4 | $93K | Buy |
+1,410
| New | +$93K | 0.02% | 543 |
|