WealthPLAN Partners’s Illumina ILMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$41.9K | ﹤0.01% | 590 |
|
|
2021
Q3 | – | Sell |
-553
| Closed | -$270K | – | 380 |
|
|
2021
Q2 | $270K | Buy |
553
+5
| +0.9% | +$2.44K | 0.02% | 304 |
|
|
2021
Q1 | $202K | Hold |
548
| – | – | 0.02% | 317 |
|
|
2020
Q4 | $228K | Buy |
+548
| New | +$228K | 0.02% | 300 |
|
|
2016
Q3 | – | Sell |
-103
| Closed | -$14 | – | 1014 |
|
|
2016
Q2 | $14 | Buy |
+103
| New | +$14 | ﹤0.01% | 2505 |
|
|
2015
Q4 | $38 | Buy |
+206
| New | +$38 | ﹤0.01% | 1682 |
|
|
2015
Q2 | $22K | Buy |
+103
| New | +$22K | 0.01% | 244 |
|