Alera Investment Advisors’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $244K | Sell |
275
-151
| -35% | -$134K | 0.03% | 238 |
|
|
2024
Q2 | $322K | Buy |
+426
| New | +$322K | 0.04% | 186 |
|
|
2024
Q1 | – | Sell |
-409
| Closed | -$329K | – | 172 |
|
|
2023
Q4 | $329K | Buy |
409
+35
| +9% | +$28.2K | 0.04% | 138 |
|
|
2023
Q3 | $272K | Sell |
374
-12
| -3% | -$8.72K | 0.04% | 140 |
|
|
2023
Q2 | $303K | Buy |
386
+15
| +4% | +$11.8K | 0.07% | 144 |
|
|
2023
Q1 | $268K | Hold |
371
| – | – | 0.06% | 152 |
|
|
2022
Q4 | $243K | Sell |
371
-4
| -1% | -$2.62K | 0.06% | 154 |
|
|
2022
Q3 | $213K | Sell |
375
-2
| -0.5% | -$1.14K | 0.06% | 159 |
|
|
2022
Q2 | $248K | Buy |
377
+38
| +11% | +$25K | 0.07% | 158 |
|
|
2022
Q1 | $252K | Buy |
+339
| New | +$252K | 0.06% | 162 |
|
|
2019
Q2 | – | Sell |
-169
| Closed | -$77K | – | 363 |
|
|
2019
Q1 | $77K | Buy |
169
+2
| +1% | +$911 | 0.04% | 122 |
|
|
2018
Q4 | $59K | Buy |
+167
| New | +$59K | 0.04% | 158 |
|