Meristem Family Wealth’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-340
| Closed | -$223K | – | 341 |
|
|
2021
Q4 | $223K | Hold |
340
| – | – | 0.02% | 350 |
|
|
2021
Q3 | $226K | Sell |
340
-414
| -55% | -$275K | 0.02% | 365 |
|
|
2021
Q2 | $461K | Hold |
754
| – | – | 0.07% | 177 |
|
|
2021
Q1 | $408K | Buy |
754
+32
| +4% | +$17.3K | 0.08% | 145 |
|
|
2020
Q4 | $386K | Sell |
722
-32
| -4% | -$17.1K | 0.08% | 143 |
|
|
2020
Q3 | $247K | Hold |
754
| – | – | 0.06% | 163 |
|
|
2020
Q2 | $207K | Buy |
+754
| New | +$207K | 0.06% | 177 |
|