BWM
Biltmore Wealth Management’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-819
| Closed | -$585K | – | 49 |
|
|
2020
Q4 | $585K | Buy |
819
+3
| +0.4% | +$2.14K | 0.3% | 23 |
|
|
2020
Q3 | $573K | Sell |
816
-71
| -8% | -$49.9K | 0.33% | 19 |
|
|
2020
Q2 | $554K | Sell |
887
-475
| -35% | -$297K | 0.36% | 16 |
|
|
2020
Q1 | $795K | Hold |
1,362
| – | – | 0.38% | 19 |
|
|
2019
Q4 | $795K | Sell |
1,362
-112
| -8% | -$65.4K | 0.38% | 19 |
|
|
2019
Q3 | $850K | Sell |
1,474
-40
| -3% | -$23.1K | 0.41% | 18 |
|
|
2019
Q2 | $763K | Buy |
1,514
+228
| +18% | +$115K | 0.38% | 18 |
|
|
2019
Q1 | $583K | Buy |
+1,286
| New | +$583K | 0.31% | 20 |
|