Kingswood Wealth Advisors’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-474
| Closed | -$447K | – | 755 |
|
|
2024
Q4 | $447K | Sell |
474
-303
| -39% | -$286K | 0.03% | 474 |
|
|
2024
Q3 | $690K | Sell |
777
-133
| -15% | -$118K | 0.05% | 377 |
|
|
2024
Q2 | $689K | Buy |
910
+269
| +42% | +$204K | 0.06% | 309 |
|
|
2024
Q1 | $529K | Sell |
641
-303
| -32% | -$250K | 0.06% | 333 |
|
|
2023
Q4 | $760K | Buy |
+944
| New | +$760K | 0.09% | 249 |
|