Gladstone Institutional Advisory’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,519
| Closed | -$842K | – | 636 |
|
|
2023
Q1 | $842K | Buy |
+2,519
| New | +$842K | 0.05% | 320 |
|
|
2021
Q4 | – | Sell |
-1,710
| Closed | -$1.14M | – | 595 |
|
|
2021
Q3 | $1.14M | Buy |
+1,710
| New | +$1.14M | 0.11% | 215 |
|
|
2021
Q1 | – | Sell |
-1,194
| Closed | -$638K | – | 415 |
|
|
2020
Q4 | $638K | Buy |
1,194
+128
| +12% | +$68.4K | 0.13% | 140 |
|
|
2020
Q3 | $349K | Sell |
1,066
-37
| -3% | -$12.1K | 0.08% | 186 |
|
|
2020
Q2 | $303K | Buy |
+1,103
| New | +$303K | 0.08% | 172 |
|