Independent Advisor Alliance’s Illumina ILMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,640
| Closed | -$219K | – | 692 |
|
|
2023
Q3 | $219K | Buy |
1,640
+130
| +9% | +$17.4K | 0.01% | 593 |
|
|
2023
Q2 | $275K | Buy |
1,510
+66
| +5% | +$12K | 0.01% | 543 |
|
|
2023
Q1 | $327K | Buy |
+1,444
| New | +$327K | 0.02% | 496 |
|
|
2022
Q4 | – | Sell |
-1,283
| Closed | -$238K | – | 516 |
|
|
2022
Q3 | $238K | Buy |
+1,283
| New | +$238K | 0.01% | 541 |
|
|
2022
Q2 | – | Sell |
-692
| Closed | -$235K | – | 661 |
|
|
2022
Q1 | $235K | Buy |
+692
| New | +$235K | 0.01% | 566 |
|