Berman Capital Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $482K | Buy |
726
+334
| +85% | +$222K | 0.08% | 137 |
|
|
2021
Q2 | $238K | Buy |
392
+250
| +176% | +$152K | 0.04% | 203 |
|
|
2021
Q1 | $76K | Buy |
142
+26
| +22% | +$13.9K | 0.02% | 362 |
|
|
2020
Q4 | $61K | Buy |
116
+6
| +5% | +$3.16K | 0.01% | 349 |
|
|
2020
Q3 | $36K | Buy |
110
+20
| +22% | +$6.55K | 0.01% | 427 |
|
|
2020
Q2 | $24K | Sell |
90
-17
| -16% | -$4.53K | 0.01% | 488 |
|
|
2020
Q1 | $17K | Sell |
107
-21
| -16% | -$3.34K | 0.01% | 532 |
|
|
2019
Q4 | $35K | Buy |
128
+17
| +15% | +$4.65K | 0.01% | 393 |
|
|
2019
Q3 | $20K | Sell |
111
-34
| -23% | -$6.13K | 0.01% | 500 |
|
|
2019
Q2 | $39K | Sell |
145
-21
| -13% | -$5.65K | 0.01% | 350 |
|
|
2019
Q1 | $47K | Buy |
166
+29
| +21% | +$8.21K | 0.02% | 280 |
|
|
2018
Q4 | $27K | Buy |
+137
| New | +$27K | 0.01% | 326 |
|