Legacy Wealth Planning’s Illumina ILMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-526
| Closed | -$208K | – | 100 |
|
|
2021
Q3 | $208K | Hold |
526
| – | – | 0.23% | 91 |
|
|
2021
Q2 | $242K | Hold |
526
| – | – | 0.28% | 82 |
|
|
2021
Q1 | $197K | Buy |
+526
| New | +$197K | 0.25% | 90 |
|
|
2020
Q3 | – | Sell |
-681
| Closed | -$245K | – | 82 |
|
|
2020
Q2 | $245K | Buy |
+681
| New | +$245K | 0.29% | 58 |
|
|
2020
Q1 | – | Sell |
-681
| Closed | -$220K | – | 80 |
|
|
2019
Q4 | $220K | Buy |
+681
| New | +$220K | 0.25% | 71 |
|