Wealthspire Advisors (New York)’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-619
| Closed | -$407K | – | 435 |
|
|
2021
Q4 | $407K | Buy |
+619
| New | +$407K | 0.01% | 357 |
|
|
2021
Q2 | – | Sell |
-3,170
| Closed | -$1.72M | – | 378 |
|
|
2021
Q1 | $1.72M | Sell |
3,170
-1,080
| -25% | -$585K | 0.04% | 187 |
|
|
2020
Q4 | $2.27M | Buy |
4,250
+779
| +22% | +$416K | 0.07% | 124 |
|
|
2020
Q3 | $1.14M | Sell |
3,471
-122
| -3% | -$39.9K | 0.07% | 118 |
|
|
2020
Q2 | $986K | Buy |
3,593
+570
| +19% | +$156K | 0.07% | 108 |
|
|
2020
Q1 | $526K | Buy |
3,023
+1,682
| +125% | +$293K | 0.02% | 284 |
|
|
2019
Q4 | $374K | Buy |
1,341
+9
| +0.7% | +$2.51K | 0.03% | 122 |
|
|
2019
Q3 | $241K | Buy |
1,332
+531
| +66% | +$96.1K | 0.02% | 139 |
|
|
2019
Q2 | $219K | Buy |
+801
| New | +$219K | 0.02% | 89 |
|
|
2019
Q1 | – | Sell |
-144
| Closed | -$30K | – | 74 |
|
|
2018
Q4 | $30K | Buy |
+144
| New | +$30K | ﹤0.01% | 254 |
|