Kelman-Lazarov Inc’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-400
| Closed | -$214K | – | 85 |
|
|
2020
Q4 | $214K | Buy |
+400
| New | +$214K | 0.08% | 76 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$38.5K | – | 107 |
|
|
2016
Q4 | $38.5K | Hold |
400
| – | – | 0.02% | 180 |
|
|
2016
Q3 | $35.8K | Hold |
400
| – | – | 0.02% | 201 |
|
|
2016
Q2 | $33K | Hold |
400
| – | – | 0.02% | 196 |
|
|
2016
Q1 | $29K | Buy |
+400
| New | +$29K | 0.02% | 219 |
|