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BKS Advisors’s Align Technology ALGN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$242K Sell
850
-1,000
-54% -$285K 0.1% 182
2018
Q4
$387K Sell
1,850
-1,070
-37% -$224K 0.18% 128
2018
Q3
$1.14M Sell
2,920
-2,570
-47% -$1.01M 0.42% 62
2018
Q2
$1.88M Buy
5,490
+3,320
+153% +$1.14M 0.66% 47
2018
Q1
$545K Buy
+2,170
New +$545K 0.2% 120