Exencial Wealth Advisors’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-919
| Closed | -$778K | – | 451 |
|
|
2021
Q4 | $778K | Buy |
919
+240
| +35% | +$203K | 0.04% | 251 |
|
|
2021
Q3 | $536K | Sell |
679
-536
| -44% | -$423K | 0.02% | 237 |
|
|
2021
Q2 | $975K | Buy |
1,215
+211
| +21% | +$169K | 0.05% | 233 |
|
|
2021
Q1 | $682K | Buy |
1,004
+105
| +12% | +$71.3K | 0.04% | 248 |
|
|
2020
Q4 | $642K | Buy |
899
+134
| +18% | +$95.7K | 0.04% | 225 |
|
|
2020
Q3 | $582K | Buy |
765
+232
| +44% | +$177K | 0.03% | 239 |
|
|
2020
Q2 | $374K | Sell |
533
-19
| -3% | -$13.3K | 0.03% | 245 |
|
|
2020
Q1 | $345K | Buy |
+552
| New | +$345K | 0.06% | 180 |
|