Chartwell Investment Partners’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,886
| Closed | -$517K | – | 411 |
|
|
2023
Q4 | $517K | Buy |
1,886
+342
| +22% | +$93.8K | 0.02% | 401 |
|
|
2023
Q3 | $472K | Buy |
1,544
+212
| +16% | +$64.8K | 0.02% | 395 |
|
|
2023
Q2 | $471K | Sell |
1,332
-46
| -3% | -$16.3K | 0.02% | 391 |
|
|
2023
Q1 | $461K | Buy |
+1,378
| New | +$461K | 0.02% | 384 |
|
|
2018
Q2 | – | Sell |
-2,687
| Closed | -$675K | – | 485 |
|
|
2018
Q1 | $675K | Hold |
2,687
| – | – | 0.02% | 391 |
|
|
2017
Q4 | $597K | Buy |
+2,687
| New | +$597K | 0.02% | 397 |
|