MWM
Mission Wealth Management’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+252
| New | +$201K | ﹤0.01% | 631 |
|
|
2023
Q4 | – | Sell |
-1,161
| Closed | -$843K | – | 560 |
|
|
2023
Q3 | $843K | Sell |
1,161
-1
| -0.1% | -$726 | 0.03% | 236 |
|
|
2023
Q2 | $911K | Buy |
1,162
+5
| +0.4% | +$3.92K | 0.03% | 228 |
|
|
2023
Q1 | $834K | Buy |
1,157
+17
| +1% | +$12.3K | 0.03% | 245 |
|
|
2022
Q4 | $747K | Sell |
1,140
-10
| -0.9% | -$6.55K | 0.04% | 246 |
|
|
2022
Q3 | $654K | Buy |
1,150
+24
| +2% | +$13.6K | 0.03% | 244 |
|
|
2022
Q2 | $740K | Buy |
1,126
+3
| +0.3% | +$1.97K | 0.04% | 232 |
|
|
2022
Q1 | $833K | Sell |
1,123
-7
| -0.6% | -$5.19K | 0.04% | 216 |
|
|
2021
Q4 | $956K | Buy |
1,130
+21
| +2% | +$17.8K | 0.04% | 192 |
|
|
2021
Q3 | $876K | Sell |
1,109
-12
| -1% | -$9.48K | 0.04% | 188 |
|
|
2021
Q2 | $900K | Hold |
1,121
| – | – | 0.05% | 178 |
|
|
2021
Q1 | $762K | Sell |
1,121
-13
| -1% | -$8.84K | 0.04% | 184 |
|
|
2020
Q4 | $810K | Buy |
1,134
+4
| +0.4% | +$2.86K | 0.05% | 160 |
|
|
2020
Q3 | $859K | Sell |
1,130
-5
| -0.4% | -$3.8K | 0.06% | 140 |
|
|
2020
Q2 | $797K | Sell |
1,135
-2
| -0.2% | -$1.4K | 0.07% | 137 |
|
|
2020
Q1 | $710K | Buy |
1,137
+3
| +0.3% | +$1.87K | 0.08% | 120 |
|
|
2019
Q4 | $662K | Sell |
1,134
-1
| -0.1% | -$584 | 0.06% | 150 |
|
|
2019
Q3 | $655K | Sell |
1,135
-7
| -0.6% | -$4.04K | 0.07% | 142 |
|
|
2019
Q2 | $576K | Buy |
+1,142
| New | +$576K | 0.06% | 156 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 161 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 164 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 147 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 90 |
|