WWM
Willingdon Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $4K | Sell |
25
-30
| -55% | -$4.8K | ﹤0.01% | 228 |
|
|
2019
Q4 | $15K | Hold |
55
| – | – | ﹤0.01% | 225 |
|
|
2019
Q3 | $10K | Hold |
55
| – | – | ﹤0.01% | 237 |
|
|
2019
Q2 | $15K | Sell |
55
-25
| -31% | -$6.82K | ﹤0.01% | 215 |
|
|
2019
Q1 | $23K | Sell |
80
-170
| -68% | -$48.9K | 0.01% | 214 |
|
|
2018
Q4 | $52K | Buy |
250
+75
| +43% | +$15.6K | 0.02% | 175 |
|
|
2018
Q3 | $68K | Sell |
175
-5
| -3% | -$1.94K | 0.02% | 186 |
|
|
2018
Q2 | $62K | Hold |
180
| – | – | 0.02% | 176 |
|
|
2018
Q1 | $45K | Sell |
180
-125
| -41% | -$31.3K | 0.01% | 165 |
|
|
2017
Q4 | $68K | Hold |
305
| – | – | 0.02% | 148 |
|
|
2017
Q3 | $57K | Buy |
+305
| New | +$57K | 0.02% | 151 |
|