CWM
CMH Wealth Management’s Illumina ILMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-28,163
| Closed | -$5.28M | – | 47 |
|
|
2023
Q2 | $5.28M | Buy |
28,163
+1,261
| +5% | +$236K | 1.42% | 31 |
|
|
2023
Q1 | $6.26M | Buy |
26,902
+14,271
| +113% | +$3.32M | 1.81% | 22 |
|
|
2022
Q4 | $2.55M | Buy |
12,631
+29
| +0.2% | +$5.86K | 0.82% | 46 |
|
|
2022
Q3 | $2.4M | Buy |
+12,602
| New | +$2.4M | 0.88% | 43 |
|