Mount Yale Investment Advisors’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-567
| Closed | -$503K | – | 558 |
|
|
2024
Q3 | $503K | Buy |
+567
| New | +$503K | 0.05% | 342 |
|
|
2018
Q4 | – | Sell |
-120
| Closed | -$48K | – | 454 |
|
|
2018
Q3 | $48K | Sell |
120
-76
| -39% | -$30.4K | 0.01% | 605 |
|
|
2018
Q2 | $84K | Sell |
196
-32
| -14% | -$13.7K | 0.02% | 514 |
|
|
2018
Q1 | $95K | Buy |
+228
| New | +$95K | 0.02% | 471 |
|