Next Financial Group’s Equinix EQIX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$257K Sell
304
-43
-12% -$36.4K 0.02% 800
2021
Q3
$274K Buy
347
+73
+27% +$57.6K 0.02% 704
2021
Q2
$220K Sell
274
-56
-17% -$45K 0.02% 791
2021
Q1
$225K Sell
330
-6
-2% -$4.09K 0.02% 728
2020
Q4
$240K Sell
336
-13
-4% -$9.29K 0.02% 646
2020
Q3
$265K Buy
349
+44
+14% +$33.4K 0.03% 532
2020
Q2
$214K Sell
305
-202
-40% -$142K 0.03% 516
2020
Q1
$316K Sell
507
-15
-3% -$9.35K 0.04% 392
2019
Q4
$305K Sell
522
-90
-15% -$52.6K 0.03% 526
2019
Q3
$353K Sell
612
-71
-10% -$41K 0.04% 444
2019
Q2
$344K Buy
683
+51
+8% +$25.7K 0.04% 471
2019
Q1
$286K Buy
632
+482
+321% +$218K 0.07% 270
2018
Q4
$53K Hold
150
0.01% 786
2018
Q3
$65K Buy
+150
New +$65K 0.03% 477
2017
Q4
Sell
-512
Closed -$237K 568
2017
Q3
$237K Sell
512
-230
-31% -$106K 0.07% 280
2017
Q2
$318K Buy
742
+73
+11% +$31.3K 0.08% 261
2017
Q1
$279K Sell
669
-171
-20% -$71.3K 0.08% 249
2016
Q4
$300K Sell
840
-13
-2% -$4.64K 0.05% 356
2016
Q3
$307K Buy
853
+107
+14% +$38.5K 0.06% 344
2016
Q2
$289K Hold
746
0.09% 225
2016
Q1
$246K Sell
746
-22
-3% -$7.26K 0.09% 237
2015
Q4
$232K Buy
768
+18
+2% +$5.44K 0.09% 240
2015
Q3
$205K Hold
750
0.07% 278
2015
Q2
$190K Hold
750
0.07% 312
2015
Q1
$174K Hold
750
0.06% 341
2014
Q4
$170K Sell
750
-38
-5% -$8.61K 0.06% 328
2014
Q3
$167K Sell
788
-85
-10% -$18K 0.03% 506
2014
Q2
$184K Buy
+873
New +$184K 0.1% 163