Avantax Advisory Services’s Illumina ILMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,219
| Closed | -$276K | – | 1539 |
|
|
2023
Q1 | $276K | Sell |
1,219
-106
| -8% | -$24K | ﹤0.01% | 1195 |
|
|
2022
Q4 | $261K | Sell |
1,325
-75
| -5% | -$14.8K | ﹤0.01% | 1178 |
|
|
2022
Q3 | $260K | Buy |
+1,400
| New | +$260K | ﹤0.01% | 1067 |
|
|
2022
Q2 | – | Sell |
-1,175
| Closed | -$397K | – | 1343 |
|
|
2022
Q1 | $397K | Sell |
1,175
-41
| -3% | -$13.9K | 0.01% | 877 |
|
|
2021
Q4 | $450K | Buy |
1,216
+35
| +3% | +$13K | 0.01% | 801 |
|
|
2021
Q3 | $466K | Buy |
1,181
+214
| +22% | +$84.4K | 0.01% | 746 |
|
|
2021
Q2 | $444K | Buy |
967
+148
| +18% | +$68K | 0.01% | 747 |
|
|
2021
Q1 | $307K | Buy |
819
+11
| +1% | +$4.12K | 0.01% | 797 |
|
|
2020
Q4 | $290K | Sell |
808
-852
| -51% | -$306K | 0.01% | 736 |
|
|
2020
Q3 | $497K | Buy |
1,660
+655
| +65% | +$196K | 0.01% | 785 |
|
|
2020
Q2 | $363K | Buy |
+1,005
| New | +$363K | 0.01% | 574 |
|