Independent Portfolio Consultants’s Align Technology ALGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$495K Sell
3,298
-1,647
-33% -$247K 0.21% 162
2017
Q1
$567K Sell
4,945
-3,290
-40% -$377K 0.2% 181
2016
Q4
$792K Buy
8,235
+115
+1% +$11.1K 0.26% 134
2016
Q3
$761K Buy
8,120
+4,870
+150% +$456K 0.24% 144
2016
Q2
$262K Sell
3,250
-855
-21% -$68.9K 0.08% 287
2016
Q1
$298K Sell
4,105
-570
-12% -$41.4K 0.08% 285
2015
Q4
$308K Sell
4,675
-145
-3% -$9.55K 0.09% 271
2015
Q3
$274K Sell
4,820
-340
-7% -$19.3K 0.06% 312
2015
Q2
$324K Buy
5,160
+1,325
+35% +$83.2K 0.06% 307
2015
Q1
$206K Sell
3,835
-3,145
-45% -$169K 0.04% 354
2014
Q4
$390K Sell
6,980
-7,335
-51% -$410K 0.08% 282
2014
Q3
$740K Sell
14,315
-670
-4% -$34.6K 0.2% 140
2014
Q2
$840K Buy
14,985
+8,000
+115% +$448K 0.24% 111
2014
Q1
$361K Buy
6,985
+120
+2% +$6.2K 0.11% 334
2013
Q4
$392K Buy
+6,865
New +$392K 0.14% 310