SWMG
Signature Wealth Management Group’s Illumina ILMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,126
| Closed | -$862K | – | 82 |
|
|
2021
Q3 | $862K | Sell |
2,126
-780
| -27% | -$316K | 0.48% | 62 |
|
|
2021
Q2 | $1.38M | Buy |
2,906
+130
| +5% | +$61.5K | 0.77% | 54 |
|
|
2021
Q1 | $1.07M | Buy |
2,776
+83
| +3% | +$31.9K | 0.63% | 56 |
|
|
2020
Q4 | $996K | Buy |
+2,693
| New | +$996K | 0.63% | 57 |
|