Cascade Financial 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 | $216K | Buy |
+2,260
| New | +$216K | 0.03% | 244 |
|
2025
Q1 | – | Sell |
-2,499
| Closed | -$334K | – | 251 |
|
2024
Q4 | $334K | Sell |
2,499
-236
| -9% | -$31.5K | 0.04% | 179 |
|
2024
Q3 | $394K | Hold |
2,735
| – | – | 0.05% | 160 |
|
2024
Q2 | $285K | Sell |
2,735
-77
| -3% | -$8.04K | 0.04% | 181 |
|
2024
Q1 | $348K | Buy |
+2,812
| New | +$348K | 0.05% | 167 |
|