Gideon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,358
| Closed | -$284K | – | 362 |
|
|
2018
Q4 | $284K | Buy |
1,358
+673
| +98% | +$141K | 0.12% | 272 |
|
|
2018
Q3 | $268K | Buy |
+685
| New | +$268K | 0.13% | 265 |
|
|
2018
Q2 | – | Sell |
-1,687
| Closed | -$424K | – | 357 |
|
|
2018
Q1 | $424K | Buy |
+1,687
| New | +$424K | 0.26% | 148 |
|
|
2017
Q4 | – | Sell |
-1,569
| Closed | -$292K | – | 291 |
|
|
2017
Q3 | $292K | Buy |
+1,569
| New | +$292K | 0.29% | 152 |
|
|
2017
Q1 | – | Sell |
-3,298
| Closed | -$318K | – | 385 |
|
|
2016
Q4 | $318K | Buy |
+3,298
| New | +$318K | 0.2% | 231 |
|