SIA
Schechter Investment Advisors’s Illumina ILMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,640
| Closed | -$363K | – | 668 |
|
|
2024
Q1 | $363K | Sell |
2,640
-605
| -19% | -$83.1K | 0.03% | 453 |
|
|
2023
Q4 | $452K | Sell |
3,245
-288
| -8% | -$40.1K | 0.04% | 371 |
|
|
2023
Q3 | $485K | Sell |
3,533
-3,504
| -50% | -$481K | 0.05% | 347 |
|
|
2023
Q2 | $1.32M | Sell |
7,037
-19
| -0.3% | -$3.56K | 0.12% | 193 |
|
|
2023
Q1 | $1.64M | Sell |
7,056
-367
| -5% | -$85.3K | 0.15% | 155 |
|
|
2022
Q4 | $1.5M | Buy |
7,423
+2,601
| +54% | +$526K | 0.14% | 179 |
|
|
2022
Q3 | $920K | Buy |
4,822
+1,659
| +52% | +$317K | 0.09% | 309 |
|
|
2022
Q2 | $583K | Sell |
3,163
-1,402
| -31% | -$258K | 0.06% | 479 |
|
|
2022
Q1 | $1.59M | Sell |
4,565
-295
| -6% | -$103K | 0.15% | 154 |
|
|
2021
Q4 | $1.85M | Buy |
+4,860
| New | +$1.85M | 0.17% | 131 |
|