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WealthPLAN Partners’s Illumina ILMN Stock Holding History

WealthPLAN Partners’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-185
Closed -$33.7K – 699
2023
Q2 		$33.7K Hold
185
– – ﹤0.01% 579
2023
Q1 		$41.9K Buy
+185
New +$37.9K ﹤0.01% 590
2021
Q3 		– Sell
-553
Closed -$270K – 383
2021
Q2 		$270K Buy
553
+5
+0.9% +$2.01K 0.02% 305
2021
Q1 		$202K Hold
548
– – 0.02% 318
2020
Q4 		$228K Buy
+548
New +$175K 0.02% 301
2016
Q3 		– Sell
-103
Closed -$14 – 1016
2016
Q2 		$14 Buy
+103
New +$14.6K ﹤0.01% 2505
2015
Q4 		$38 Buy
+206
New +$33.2K ﹤0.01% 1682
2015
Q2 		$22K Buy
+103
New +$20.1K 0.01% 244

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Wellington Management Group
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Janus Henderson Group
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return