Heritage Wealth Management (Arizona)’s Illumina ILMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $200K | Buy |
1,016
+508
| +100% | +$99.9K | 0.03% | 331 |
|
|
2022
Q3 | $94K | Buy |
508
+3
| +0.6% | +$555 | 0.03% | 331 |
|
|
2022
Q2 | $90.5K | Sell |
505
-4
| -0.8% | -$717 | 0.03% | 348 |
|
|
2022
Q1 | $173K | Buy |
+509
| New | +$173K | 0.05% | 294 |
|
|
2021
Q3 | $209K | Sell |
529
-51
| -9% | -$20.1K | 0.07% | 208 |
|
|
2021
Q2 | $267K | Buy |
580
+83
| +17% | +$38.2K | 0.1% | 173 |
|
|
2021
Q1 | $186K | Buy |
+497
| New | +$186K | 0.1% | 174 |
|