Pinnacle Wealth Planning Services’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 |
-514
| Closed | -$203K | – | 439 |
|
|
2021
Q3 | $203K | Buy |
514
+2
| +0.4% | +$790 | 0.04% | 327 |
|
|
2021
Q2 | $235K | Buy |
+512
| New | +$235K | 0.05% | 277 |
|
|
2021
Q1 | – | Sell |
-426
| Closed | -$153K | – | 1105 |
|
|
2020
Q4 | $153K | Buy |
+426
| New | +$153K | 0.04% | 338 |
|
|
2020
Q3 | – | Sell |
-684
| Closed | -$247K | – | 283 |
|
|
2020
Q2 | $247K | Buy |
+684
| New | +$247K | 0.08% | 184 |
|