YorkBridge Wealth Partners’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $757K | Sell |
3,591
-670
| -16% | -$141K | 0.19% | 101 |
|
|
2022
Q3 | $882K | Buy |
4,261
+55
| +1% | +$11.4K | 0.23% | 88 |
|
|
2022
Q2 | $995K | Buy |
4,206
+7
| +0.2% | +$1.66K | 0.26% | 79 |
|
|
2022
Q1 | $1.83M | Sell |
4,199
-78
| -2% | -$34K | 0.4% | 57 |
|
|
2021
Q4 | $2.81M | Buy |
4,277
+102
| +2% | +$67K | 0.63% | 42 |
|
|
2021
Q3 | $2.78M | Buy |
4,175
+91
| +2% | +$60.6K | 0.7% | 40 |
|
|
2021
Q2 | $2.5M | Sell |
4,084
-48
| -1% | -$29.3K | 0.65% | 44 |
|
|
2021
Q1 | $2.24M | Sell |
4,132
-1,529
| -27% | -$828K | 0.66% | 43 |
|
|
2020
Q4 | $3.03M | Buy |
5,661
+284
| +5% | +$152K | 1.01% | 28 |
|
|
2020
Q3 | $1.76M | Sell |
5,377
-722
| -12% | -$236K | 0.74% | 39 |
|
|
2020
Q2 | $1.67M | Buy |
6,099
+1,060
| +21% | +$291K | 0.77% | 37 |
|
|
2020
Q1 | $877K | Sell |
5,039
-152
| -3% | -$26.5K | 0.54% | 58 |
|
|
2019
Q4 | $1.45M | Sell |
5,191
-14
| -0.3% | -$3.91K | 0.66% | 49 |
|
|
2019
Q3 | $942K | Buy |
5,205
+50
| +1% | +$9.05K | 0.47% | 60 |
|
|
2019
Q2 | $1.41M | Buy |
5,155
+60
| +1% | +$16.4K | 0.63% | 44 |
|
|
2019
Q1 | $1.45M | Buy |
5,095
+1,326
| +35% | +$377K | 0.67% | 41 |
|
|
2018
Q4 | $789K | Sell |
3,769
-506
| -12% | -$106K | 0.42% | 63 |
|
|
2018
Q3 | $1.67M | Sell |
4,275
-828
| -16% | -$324K | 0.77% | 33 |
|
|
2018
Q2 | $1.75M | Buy |
5,103
+638
| +14% | +$218K | 0.77% | 28 |
|
|
2018
Q1 | $1.18M | Buy |
4,465
+241
| +6% | +$63.6K | 0.54% | 48 |
|
|
2017
Q4 | $1.02M | Sell |
4,224
-763
| -15% | -$185K | 0.49% | 53 |
|
|
2017
Q3 | $929K | Sell |
4,987
-694
| -12% | -$129K | 0.48% | 54 |
|
|
2017
Q2 | $847K | Buy |
5,681
+241
| +4% | +$35.9K | 0.45% | 59 |
|
|
2017
Q1 | $730K | Buy |
5,440
+1,601
| +42% | +$215K | 0.38% | 68 |
|
|
2016
Q4 | $369K | Buy |
+3,839
| New | +$369K | 0.22% | 103 |
|