Broadview Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-102,375
| Closed | -$5.74M | – | 89 |
|
|
2014
Q2 | $5.74M | Sell |
102,375
-68,350
| -40% | -$3.83M | 0.56% | 71 |
|
|
2014
Q1 | $8.84M | Buy |
170,725
+1,975
| +1% | +$102K | 0.89% | 59 |
|
|
2013
Q4 | $9.64M | Sell |
168,750
-37,900
| -18% | -$2.17M | 1.04% | 49 |
|
|
2013
Q3 | $9.94M | Sell |
206,650
-94,900
| -31% | -$4.56M | 1.15% | 38 |
|
|
2013
Q2 | $11.2M | Buy |
+301,550
| New | +$11.2M | 1.57% | 22 |
|