CM Wealth Advisors’s Illumina ILMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,547
| Closed | -$389K | – | 121 |
|
|
2024
Q1 | $389K | Buy |
+3,547
| New | +$389K | 0.11% | 106 |
|
|
2023
Q3 | – | Sell |
-3,183
| Closed | -$596K | – | 120 |
|
|
2023
Q2 | $596K | Sell |
3,183
-17,584
| -85% | -$3.29M | 0.2% | 58 |
|
|
2023
Q1 | $4.26M | Buy |
+20,767
| New | +$4.26M | 0.82% | 11 |
|