MCIA
Mountain Capital Investment Advisors’s Illumina ILMN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,928
| Closed | -$599K | – | 83 |
|
2022
Q3 | $599K | Buy |
+2,928
| New | +$599K | 0.31% | 72 |
|
2022
Q2 | – | Sell |
-2,634
| Closed | -$925K | – | 83 |
|
2022
Q1 | $925K | Buy |
2,634
+172
| +7% | +$60.4K | 0.44% | 69 |
|
2021
Q4 | $1.04M | Buy |
2,462
+381
| +18% | +$161K | 0.47% | 78 |
|
2021
Q3 | $853K | Sell |
2,081
-46
| -2% | -$18.9K | 0.45% | 82 |
|
2021
Q2 | $1.01M | Sell |
2,127
-188
| -8% | -$88.9K | 0.46% | 70 |
|
2021
Q1 | $933K | Buy |
2,315
+151
| +7% | +$60.9K | 0.47% | 83 |
|
2020
Q4 | $806K | Sell |
2,164
-346
| -14% | -$129K | 0.49% | 74 |
|
2020
Q3 | $884K | Buy |
+2,510
| New | +$884K | 0.57% | 65 |
|