Halpern Financial’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $477K | Hold |
538
| – | – | 0.12% | 40 |
|
|
2024
Q2 | $407K | Hold |
538
| – | – | 0.11% | 42 |
|
|
2024
Q1 | $424K | Hold |
538
| – | – | 0.12% | 40 |
|
|
2023
Q4 | $429K | Hold |
538
| – | – | 0.13% | 39 |
|
|
2023
Q3 | $391K | Buy |
538
+268
| +99% | +$195K | 0.13% | 41 |
|
|
2023
Q2 | $212K | Hold |
270
| – | – | 0.07% | 48 |
|
|
2023
Q1 | $195K | Buy |
+270
| New | +$195K | 0.07% | 47 |
|
|
2022
Q3 | – | Sell |
-6
| Closed | -$3.94K | – | 246 |
|
|
2022
Q2 | $3.94K | Buy |
+6
| New | +$3.94K | ﹤0.01% | 203 |
|