Plante Moran Financial Advisors’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$6.44K | – | 878 |
|
|
2023
Q4 | $6.44K | Buy |
+8
| New | +$6.44K | ﹤0.01% | 617 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$1.57K | – | 799 |
|
|
2023
Q2 | $1.57K | Buy |
+2
| New | +$1.57K | ﹤0.01% | 703 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$6K | – | 915 |
|
|
2022
Q2 | $6K | Buy |
+9
| New | +$6K | ﹤0.01% | 675 |
|
|
2019
Q4 | – | Sell |
-7
| Closed | -$4K | – | 793 |
|
|
2019
Q3 | $4K | Sell |
7
-121
| -95% | -$69.1K | ﹤0.01% | 713 |
|
|
2019
Q2 | $65K | Hold |
128
| – | – | 0.02% | 282 |
|
|
2019
Q1 | $58K | Buy |
128
+114
| +814% | +$51.7K | 0.02% | 304 |
|
|
2018
Q4 | $5K | Buy |
14
+5
| +56% | +$1.79K | ﹤0.01% | 594 |
|
|
2018
Q3 | $4K | Sell |
9
-4
| -31% | -$1.78K | ﹤0.01% | 605 |
|
|
2018
Q2 | $6K | Sell |
13
-14
| -52% | -$6.46K | ﹤0.01% | 602 |
|
|
2018
Q1 | $11K | Buy |
27
+13
| +93% | +$5.3K | 0.01% | 584 |
|
|
2017
Q4 | $6K | Hold |
14
| – | – | ﹤0.01% | 673 |
|
|
2017
Q3 | $6K | Hold |
14
| – | – | ﹤0.01% | 624 |
|
|
2017
Q2 | $6K | Hold |
14
| – | – | ﹤0.01% | 635 |
|
|
2017
Q1 | $6K | Hold |
14
| – | – | ﹤0.01% | 672 |
|
|
2016
Q4 | $5K | Hold |
14
| – | – | ﹤0.01% | 706 |
|
|
2016
Q3 | $5K | Hold |
14
| – | – | ﹤0.01% | 686 |
|
|
2016
Q2 | $5K | Hold |
14
| – | – | ﹤0.01% | 624 |
|
|
2016
Q1 | $5K | Hold |
14
| – | – | ﹤0.01% | 579 |
|
|
2015
Q4 | $4K | Hold |
14
| – | – | ﹤0.01% | 766 |
|
|
2015
Q3 | $4K | Sell |
14
-624
| -98% | -$178K | ﹤0.01% | 611 |
|
|
2015
Q2 | $162K | Buy |
+638
| New | +$162K | 0.12% | 135 |
|
|
2014
Q3 | – | Sell |
-25
| Closed | -$5K | – | 802 |
|
|
2014
Q2 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 661 |
|