Ironwood Investment Management’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-727
| Closed | -$238K | – | 169 |
|
|
2024
Q1 | $238K | Sell |
727
-81
| -10% | -$26.6K | 0.12% | 146 |
|
|
2023
Q4 | $221K | Hold |
808
| – | – | 0.12% | 144 |
|
|
2023
Q3 | $247K | Hold |
808
| – | – | 0.15% | 129 |
|
|
2023
Q2 | $286K | Sell |
808
-2
| -0.2% | -$707 | 0.16% | 125 |
|
|
2023
Q1 | $271K | Buy |
+810
| New | +$271K | 0.17% | 128 |
|
|
2022
Q3 | – | Sell |
-915
| Closed | -$217K | – | 166 |
|
|
2022
Q2 | $217K | Hold |
915
| – | – | 0.15% | 141 |
|
|
2022
Q1 | $399K | Sell |
915
-15
| -2% | -$6.54K | 0.22% | 125 |
|
|
2021
Q4 | $611K | Hold |
930
| – | – | 0.3% | 106 |
|
|
2021
Q3 | $619K | Sell |
930
-10
| -1% | -$6.66K | 0.32% | 104 |
|
|
2021
Q2 | $574K | Hold |
940
| – | – | 0.29% | 111 |
|
|
2021
Q1 | $509K | Sell |
940
-12
| -1% | -$6.5K | 0.27% | 119 |
|
|
2020
Q4 | $509K | Hold |
952
| – | – | 0.3% | 109 |
|
|
2020
Q3 | $312K | Hold |
952
| – | – | 0.22% | 123 |
|
|
2020
Q2 | $261K | Buy |
+952
| New | +$261K | 0.2% | 126 |
|
|
2020
Q1 | – | Sell |
-960
| Closed | -$268K | – | 157 |
|
|
2019
Q4 | $268K | Buy |
+960
| New | +$268K | 0.19% | 129 |
|