IWA
Icon Wealth Advisors’s Equinix EQIX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $121K | Sell |
152
-105
| -41% | -$83.6K | 0.01% | 469 |
|
2025
Q1 | $210K | Sell |
257
-1
| -0.4% | -$816 | 0.02% | 346 |
|
2024
Q4 | $243K | Hold |
258
| – | – | 0.02% | 339 |
|
2024
Q3 | $229K | Buy |
258
+100
| +63% | +$88.8K | 0.02% | 334 |
|
2024
Q2 | $125K | Buy |
158
+1
| +0.6% | +$791 | 0.01% | 397 |
|
2024
Q1 | $130K | Buy |
157
+8
| +5% | +$6.6K | 0.01% | 422 |
|
2023
Q4 | $120K | Buy |
+149
| New | +$120K | 0.01% | 402 |
|