Heritage Wealth Management (Arizona)’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $40.6K | Buy |
62
+31
| +100% | +$20.3K | 0.01% | 534 |
|
|
2022
Q3 | $18K | Hold |
31
| – | – | 0.01% | 551 |
|
|
2022
Q2 | $20.4K | Hold |
31
| – | – | 0.01% | 541 |
|
|
2022
Q1 | $23K | Buy |
+31
| New | +$23K | 0.01% | 574 |
|
|
2021
Q3 | $32K | Hold |
41
| – | – | 0.01% | 505 |
|
|
2021
Q2 | $33K | Sell |
41
-11
| -21% | -$8.85K | 0.01% | 505 |
|
|
2021
Q1 | $35K | Buy |
+52
| New | +$35K | 0.02% | 427 |
|