Clarity Wealth Advisors’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 |
-1,063
| Closed | -$240K | – | 76 |
|
|
2023
Q1 | $240K | Sell |
1,063
-124
| -10% | -$28.1K | 0.12% | 63 |
|
|
2022
Q4 | $234K | Sell |
1,187
-67
| -5% | -$13.2K | 0.13% | 60 |
|
|
2022
Q3 | $232K | Sell |
1,254
-58
| -4% | -$10.7K | 0.14% | 55 |
|
|
2022
Q2 | $235K | Sell |
1,312
-56
| -4% | -$10K | 0.13% | 59 |
|
|
2022
Q1 | $465K | Sell |
1,368
-41
| -3% | -$13.9K | 0.22% | 45 |
|
|
2021
Q4 | $521K | Sell |
1,409
-38
| -3% | -$14.1K | 0.24% | 45 |
|
|
2021
Q3 | $571K | Sell |
1,447
-94
| -6% | -$37.1K | 0.28% | 43 |
|
|
2021
Q2 | $709K | Sell |
1,541
-10
| -0.6% | -$4.6K | 0.37% | 40 |
|
|
2021
Q1 | $579K | Hold |
1,551
| – | – | 0.33% | 44 |
|
|
2020
Q4 | $558K | Hold |
1,551
| – | – | 0.34% | 45 |
|
|
2020
Q3 | $466K | Sell |
1,551
-396
| -20% | -$119K | 0.33% | 45 |
|
|
2020
Q2 | $701K | Sell |
1,947
-107
| -5% | -$38.5K | 0.55% | 37 |
|
|
2020
Q1 | $545K | Sell |
2,054
-93
| -4% | -$24.7K | 0.57% | 34 |
|
|
2019
Q4 | $693K | Buy |
+2,147
| New | +$693K | 0.58% | 33 |
|