RWA
Ropes Wealth Advisors’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-79
| Closed | -$56K | – | 415 |
|
|
2020
Q4 | $56K | Buy |
79
+56
| +243% | +$39.7K | 0.01% | 367 |
|
|
2020
Q3 | $17K | Hold |
23
| – | – | ﹤0.01% | 459 |
|
|
2020
Q2 | $16K | Hold |
23
| – | – | ﹤0.01% | 411 |
|
|
2020
Q1 | $14K | Buy |
+23
| New | +$14K | ﹤0.01% | 391 |
|
|
2018
Q3 | – | Sell |
-267
| Closed | -$115K | – | 544 |
|
|
2018
Q2 | $115K | Hold |
267
| – | – | 0.03% | 272 |
|
|
2018
Q1 | $112K | Hold |
267
| – | – | 0.03% | 257 |
|
|
2017
Q4 | $121K | Buy |
+267
| New | +$121K | 0.03% | 252 |
|
|
2016
Q3 | – | Sell |
-8
| Closed | -$3K | – | 468 |
|
|
2016
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 437 |
|
|
2016
Q1 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 372 |
|
|
2015
Q4 | – | Sell |
-487
| Closed | -$133K | – | 487 |
|
|
2015
Q3 | $133K | Buy |
+487
| New | +$133K | 0.07% | 163 |
|