SPWG
Sage Private Wealth Group’s Illumina ILMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
6,649
+2,945
| +80% | +$281K | 0.41% | 29 |
|
|
2025
Q1 | $294K | Buy |
3,704
+115
| +3% | +$9.12K | 0.22% | 71 |
|
|
2024
Q4 | $480K | Sell |
3,589
-80
| -2% | -$10.7K | 0.36% | 38 |
|
|
2024
Q3 | $478K | Buy |
3,669
+54
| +1% | +$7.04K | 0.38% | 38 |
|
|
2024
Q2 | $377K | Buy |
3,615
+1,528
| +73% | +$159K | 0.32% | 46 |
|
|
2024
Q1 | $287K | Buy |
+2,087
| New | +$287K | 0.23% | 62 |
|