BDF
Balasa Dinverno & Foltz’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,713
| Closed | -$670K | – | 227 |
|
|
2018
Q3 | $670K | Buy |
1,713
+521
| +44% | +$204K | 0.08% | 106 |
|
|
2018
Q2 | $408K | Buy |
1,192
+100
| +9% | +$34.2K | 0.06% | 145 |
|
|
2018
Q1 | $274K | Sell |
1,092
-33
| -3% | -$8.28K | 0.04% | 180 |
|
|
2017
Q4 | $250K | Buy |
+1,125
| New | +$250K | 0.04% | 186 |
|