CCA
Cobblestone Capital Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-600
| Closed | -$235K | – | 235 |
|
|
2018
Q3 | $235K | Hold |
600
| – | – | 0.02% | 221 |
|
|
2018
Q2 | $205K | Sell |
600
-300
| -33% | -$103K | 0.02% | 237 |
|
|
2018
Q1 | $226K | Hold |
900
| – | – | 0.02% | 220 |
|
|
2017
Q4 | $200K | Buy |
+900
| New | +$200K | 0.02% | 239 |
|