Simon Quick Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-151
| Closed | -$100K | – | 364 |
|
|
2021
Q3 | $100K | Buy |
151
+61
| +68% | +$40.4K | 0.03% | 170 |
|
|
2021
Q2 | $54K | Hold |
90
| – | – | 0.01% | 232 |
|
|
2021
Q1 | $48K | Hold |
90
| – | – | 0.01% | 257 |
|
|
2020
Q4 | $48K | Hold |
90
| – | – | 0.01% | 226 |
|
|
2020
Q3 | $29K | Buy |
+90
| New | +$29K | 0.01% | 271 |
|
|
2017
Q4 | – | Sell |
-279
| Closed | -$52K | – | 443 |
|
|
2017
Q3 | $52K | Hold |
279
| – | – | 0.02% | 263 |
|
|
2017
Q2 | $42K | Sell |
279
-79
| -22% | -$11.9K | 0.02% | 132 |
|
|
2017
Q1 | $41K | Buy |
+358
| New | +$41K | 0.02% | 169 |
|