CWP
Concord Wealth Partners’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98K | Sell |
5
-84
| -94% | -$66.8K | ﹤0.01% | 662 |
|
|
2025
Q1 | $72.6K | Hold |
89
| – | – | 0.01% | 279 |
|
|
2024
Q4 | $83.9K | Sell |
89
-2
| -2% | -$1.89K | 0.01% | 271 |
|
|
2024
Q3 | $80.8K | Sell |
91
-52
| -36% | -$46.2K | 0.01% | 277 |
|
|
2024
Q2 | $108K | Buy |
143
+4
| +3% | +$3.03K | 0.02% | 237 |
|
|
2024
Q1 | $115K | Sell |
139
-26
| -16% | -$21.5K | 0.02% | 259 |
|
|
2023
Q4 | $133K | Sell |
165
-17
| -9% | -$13.7K | 0.03% | 249 |
|
|
2023
Q3 | $132K | Buy |
182
+8
| +5% | +$5.81K | 0.03% | 250 |
|
|
2023
Q2 | $136K | Hold |
174
| – | – | 0.03% | 235 |
|
|
2023
Q1 | $125K | Hold |
174
| – | – | 0.04% | 224 |
|
|
2022
Q4 | $114K | Buy |
+174
| New | +$114K | 0.03% | 227 |
|
|
2022
Q3 | – | Sell |
-181
| Closed | -$119K | – | 447 |
|
|
2022
Q2 | $119K | Sell |
181
-140
| -44% | -$92K | 0.03% | 233 |
|
|
2022
Q1 | $238K | Buy |
321
+7
| +2% | +$5.19K | 0.06% | 160 |
|
|
2021
Q4 | $266K | Buy |
314
+265
| +541% | +$224K | 0.07% | 150 |
|
|
2021
Q3 | $39K | Sell |
49
-239
| -83% | -$190K | 0.02% | 262 |
|
|
2021
Q2 | $231K | Buy |
288
+35
| +14% | +$28.1K | 0.07% | 123 |
|
|
2021
Q1 | $172K | Buy |
253
+251
| +12,550% | +$171K | 0.06% | 144 |
|
|
2020
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 616 |
|