EWM
Executive Wealth Management’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-666
| Closed | -$533K | – | 158 |
|
|
2024
Q1 | $533K | Sell |
666
-11,161
| -94% | -$8.94M | 0.05% | 145 |
|
|
2023
Q4 | $9.53M | Buy |
11,827
+1,284
| +12% | +$1.03M | 0.9% | 30 |
|
|
2023
Q3 | $7.66M | Buy |
10,543
+771
| +8% | +$560K | 0.79% | 46 |
|
|
2023
Q2 | $7.66M | Buy |
9,772
+2,504
| +34% | +$1.96M | 0.79% | 42 |
|
|
2023
Q1 | $5.24M | Buy |
7,268
+212
| +3% | +$153K | 0.58% | 60 |
|
|
2022
Q4 | $4.62M | Buy |
7,056
+3,047
| +76% | +$2M | 0.57% | 55 |
|
|
2022
Q3 | $4.01K | Sell |
4,009
-2,773
| -41% | -$2.77K | 0.56% | 58 |
|
|
2022
Q2 | $4.46M | Sell |
6,782
-4,540
| -40% | -$2.98M | 0.6% | 53 |
|
|
2022
Q1 | $8.4M | Sell |
11,322
-1,546
| -12% | -$1.15M | 0.91% | 26 |
|
|
2021
Q4 | $10.9M | Buy |
12,868
+560
| +5% | +$474K | 1.08% | 22 |
|
|
2021
Q3 | $9.73M | Buy |
12,308
+624
| +5% | +$493K | 1.07% | 22 |
|
|
2021
Q2 | $9.38M | Buy |
11,684
+659
| +6% | +$529K | 1.03% | 23 |
|
|
2021
Q1 | $7.49M | Buy |
11,025
+952
| +9% | +$647K | 0.88% | 24 |
|
|
2020
Q4 | $7.19M | Buy |
10,073
+1,356
| +16% | +$968K | 0.88% | 23 |
|
|
2020
Q3 | $6.63M | Buy |
8,717
+377
| +5% | +$287K | 0.92% | 24 |
|
|
2020
Q2 | $5.86M | Sell |
8,340
-938
| -10% | -$659K | 0.88% | 21 |
|
|
2020
Q1 | $5.79M | Sell |
9,278
-2,058
| -18% | -$1.29M | 1.03% | 17 |
|
|
2019
Q4 | $6.62M | Buy |
11,336
+215
| +2% | +$125K | 0.91% | 21 |
|
|
2019
Q3 | $6.42M | Buy |
11,121
+258
| +2% | +$149K | 0.97% | 20 |
|
|
2019
Q2 | $5.48M | Buy |
10,863
+1,321
| +14% | +$666K | 0.78% | 22 |
|
|
2019
Q1 | $4.32M | Buy |
9,542
+8,035
| +533% | +$3.64M | 0.77% | 21 |
|
|
2018
Q4 | $532K | Buy |
+1,507
| New | +$532K | 0.09% | 106 |
|