BerganKDV Wealth Management’s Equinix EQIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.35K	Sell	3 -6	-67%	-$4.39K	﹤0.01%	675
2023 Q1	$6.59K	Hold	9	–	–	﹤0.01%	658
2022 Q4	$5.98K	Buy	9 +3	+50%	+$1.85K	﹤0.01%	645
2022 Q3	$3K	Sell	6 -1	-14%	-$653	﹤0.01%	752
2022 Q2	$5K	Hold	7	–	–	﹤0.01%	698
2022 Q1	$5K	Hold	7	–	–	﹤0.01%	721
2021 Q4	$6K	Hold	7	–	–	﹤0.01%	749
2021 Q3	$6K	Hold	7	–	–	﹤0.01%	725
2021 Q2	$6K	Hold	7	–	–	﹤0.01%	677
2021 Q1	$5K	Sell	7 -42	-86%	-$28.8K	﹤0.01%	662
2020 Q4	$35K	Buy	49 +42	+600%	+$31.3K	﹤0.01%	397
2020 Q3	$5K	Sell	7 -33	-83%	-$25K	﹤0.01%	576
2020 Q2	$28K	Buy	40 +34	+567%	+$23K	﹤0.01%	414
2020 Q1	$4K	Hold	6	–	–	﹤0.01%	608
2019 Q4	$4K	Buy	+6	New	+$3.37K	﹤0.01%	659