SVWAG
Sound View Wealth Advisors Group’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
1,992
-395
| -17% | -$314K | 0.12% | 144 |
|
|
2025
Q1 | $1.95M | Sell |
2,387
-3
| -0.1% | -$2.45K | 0.16% | 125 |
|
|
2024
Q4 | $2.25M | Sell |
2,390
-697
| -23% | -$657K | 0.18% | 113 |
|
|
2024
Q3 | $2.74M | Buy |
3,087
+763
| +33% | +$677K | 0.22% | 103 |
|
|
2024
Q2 | $1.76M | Buy |
2,324
+208
| +10% | +$157K | 0.18% | 118 |
|
|
2024
Q1 | $1.75M | Buy |
2,116
+336
| +19% | +$277K | 0.19% | 120 |
|
|
2023
Q4 | $1.43M | Buy |
1,780
+155
| +10% | +$125K | 0.16% | 132 |
|
|
2023
Q3 | $1.18M | Buy |
1,625
+543
| +50% | +$394K | 0.15% | 132 |
|
|
2023
Q2 | $848K | Buy |
1,082
+56
| +5% | +$43.9K | 0.11% | 168 |
|
|
2023
Q1 | $740K | Sell |
1,026
-754
| -42% | -$544K | 0.1% | 177 |
|
|
2022
Q4 | $1.43M | Buy |
1,780
+1,128
| +173% | +$909K | 0.16% | 132 |
|
|
2022
Q3 | $371K | Buy |
652
+5
| +0.8% | +$2.85K | 0.08% | 189 |
|
|
2022
Q2 | $425K | Buy |
647
+39
| +6% | +$25.6K | 0.09% | 182 |
|
|
2022
Q1 | $451K | Sell |
608
-30
| -5% | -$22.3K | 0.09% | 186 |
|
|
2021
Q4 | $540K | Buy |
638
+47
| +8% | +$39.8K | 0.1% | 173 |
|
|
2021
Q3 | $467K | Sell |
591
-40
| -6% | -$31.6K | 0.1% | 177 |
|
|
2021
Q2 | $506K | Sell |
631
-9
| -1% | -$7.22K | 0.11% | 168 |
|
|
2021
Q1 | $435K | Buy |
640
+148
| +30% | +$101K | 0.1% | 174 |
|
|
2020
Q4 | $351K | Buy |
492
+73
| +17% | +$52.1K | 0.09% | 182 |
|
|
2020
Q3 | $318K | Buy |
419
+110
| +36% | +$83.5K | 0.08% | 185 |
|
|
2020
Q2 | $217K | Buy |
+309
| New | +$217K | 0.06% | 226 |
|