Balboa Wealth Partners’s Illumina ILMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $333K | Buy |
3,495
+337
| +11% | +$32.2K | 0.07% | 227 |
|
2025
Q1 | $251K | Buy |
+3,158
| New | +$251K | 0.06% | 224 |
|
2023
Q2 | – | Sell |
-1,170
| Closed | -$265K | – | 317 |
|
2023
Q1 | $265K | Sell |
1,170
-5,385
| -82% | -$1.22M | 0.1% | 177 |
|
2022
Q4 | $1.29M | Buy |
6,555
+1,241
| +23% | +$244K | 0.58% | 33 |
|
2022
Q3 | $986K | Buy |
+5,314
| New | +$986K | 0.43% | 49 |
|