Chicago Partners Investment Group’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 |
-1,089
| Closed | -$280K | – | 735 |
|
|
2023
Q4 | $280K | Buy |
1,089
+122
| +13% | +$31.4K | 0.01% | 559 |
|
|
2023
Q3 | $257K | Hold |
967
| – | – | 0.01% | 543 |
|
|
2023
Q2 | $355K | Buy |
967
+98
| +11% | +$36K | 0.02% | 495 |
|
|
2023
Q1 | $315K | Buy |
869
+162
| +23% | +$58.8K | 0.02% | 497 |
|
|
2022
Q4 | $244K | Buy |
+707
| New | +$244K | 0.01% | 535 |
|
|
2022
Q3 | – | Sell |
-768
| Closed | -$216K | – | 589 |
|
|
2022
Q2 | $216K | Buy |
768
+11
| +1% | +$3.09K | 0.02% | 524 |
|
|
2022
Q1 | $204K | Buy |
757
+131
| +21% | +$35.3K | 0.02% | 513 |
|
|
2021
Q4 | $317K | Buy |
626
+64
| +11% | +$32.4K | 0.02% | 426 |
|
|
2021
Q3 | $385K | Buy |
562
+20
| +4% | +$13.7K | 0.03% | 388 |
|
|
2021
Q2 | $344K | Buy |
542
+86
| +19% | +$54.6K | 0.03% | 399 |
|
|
2021
Q1 | $281K | Buy |
456
+66
| +17% | +$40.7K | 0.02% | 415 |
|
|
2020
Q4 | $208K | Buy |
+390
| New | +$208K | 0.02% | 433 |
|