SIC
Sigma Investment Counselors’s Align Technology ALGN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-4,760
| Closed | -$1.3M | – | 159 |
|
2019
Q2 | $1.3M | Sell |
4,760
-540
| -10% | -$148K | 0.15% | 77 |
|
2019
Q1 | $1.51M | Sell |
5,300
-200
| -4% | -$56.9K | 0.18% | 75 |
|
2018
Q4 | $1.15M | Buy |
5,500
+190
| +4% | +$39.8K | 0.16% | 76 |
|
2018
Q3 | $2.08M | Buy |
+5,310
| New | +$2.08M | 0.26% | 60 |
|
2017
Q4 | – | Sell |
-1,150
| Closed | -$214K | – | 128 |
|
2017
Q3 | $214K | Buy |
+1,150
| New | +$214K | 0.03% | 128 |
|