9258 Wealth Management’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $279K | Buy |
314
+1
| +0.3% | +$888 | 0.04% | 280 |
|
|
2024
Q2 | $237K | Sell |
313
-3
| -0.9% | -$2.27K | 0.04% | 301 |
|
|
2024
Q1 | $261K | Buy |
316
+1
| +0.3% | +$824 | 0.04% | 283 |
|
|
2023
Q4 | $254K | Buy |
315
+1
| +0.3% | +$805 | 0.04% | 274 |
|
|
2023
Q3 | $228K | Hold |
314
| – | – | 0.04% | 283 |
|
|
2023
Q2 | $246K | Buy |
314
+1
| +0.3% | +$783 | 0.05% | 277 |
|
|
2023
Q1 | $226K | Sell |
313
-12
| -4% | -$8.66K | 0.05% | 290 |
|
|
2022
Q4 | $213K | Buy |
+325
| New | +$213K | 0.05% | 302 |
|
|
2022
Q3 | – | Sell |
-334
| Closed | -$220K | – | 330 |
|
|
2022
Q2 | $220K | Sell |
334
-150
| -31% | -$98.8K | 0.06% | 298 |
|
|
2022
Q1 | $359K | Buy |
484
+75
| +18% | +$55.6K | 0.08% | 243 |
|
|
2021
Q4 | $346K | Buy |
+409
| New | +$346K | 0.08% | 260 |
|
|
2021
Q1 | – | Sell |
-303
| Closed | -$217K | – | 337 |
|
|
2020
Q4 | $217K | Sell |
303
-21
| -6% | -$15K | 0.07% | 277 |
|
|
2020
Q3 | $237K | Buy |
324
+3
| +0.9% | +$2.19K | 0.09% | 242 |
|
|
2020
Q2 | $226K | Buy |
321
+1
| +0.3% | +$704 | 0.09% | 240 |
|
|
2020
Q1 | $225K | Buy |
+320
| New | +$225K | 0.1% | 230 |
|