IWM
Iams Wealth Management’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $912K | Sell |
1,146
-230
| -17% | -$183K | 0.42% | 71 |
|
|
2025
Q1 | $1.12M | Buy |
1,376
+205
| +18% | +$167K | 0.51% | 68 |
|
|
2024
Q4 | $1.1M | Sell |
1,171
-91
| -7% | -$85.8K | 0.5% | 62 |
|
|
2024
Q3 | $1.12M | Sell |
1,262
-18
| -1% | -$16K | 0.55% | 60 |
|
|
2024
Q2 | $968K | Buy |
1,280
+197
| +18% | +$149K | 0.53% | 62 |
|
|
2024
Q1 | $966K | Buy |
+1,083
| New | +$966K | 0.59% | 59 |
|