Morningstar Investment Services’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 |
-459
| Closed | -$245K | – | 208 |
|
|
2020
Q4 | $245K | Sell |
459
-188
| -29% | -$100K | ﹤0.01% | 188 |
|
|
2020
Q3 | $207K | Sell |
647
-528
| -45% | -$169K | ﹤0.01% | 196 |
|
|
2020
Q2 | $313K | Sell |
1,175
-152,885
| -99% | -$40.7M | 0.01% | 173 |
|
|
2020
Q1 | $27.7M | Buy |
154,060
+6,238
| +4% | +$1.12M | 0.5% | 52 |
|
|
2019
Q4 | $41.2M | Buy |
+147,822
| New | +$41.2M | 0.65% | 40 |
|