TrueWealth LLC’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $116K | Hold |
165
| – | – | 0.05% | 188 |
|
2020
Q1 | $103K | Hold |
165
| – | – | 0.05% | 182 |
|
2019
Q4 | $96K | Hold |
165
| – | – | 0.04% | 209 |
|
2019
Q3 | $95K | Buy |
+165
| New | +$95K | 0.04% | 206 |
|
2019
Q2 | – | Hold |
0
| – | -$75K | – | 216 |
|
2019
Q1 | – | Hold |
0
| – | -$74K | – | 222 |
|
2018
Q4 | – | Hold |
0
| – | -$91K | – | 211 |
|
2018
Q3 | – | Hold |
0
| – | -$90K | – | 206 |
|
2018
Q2 | – | Hold |
0
| – | -$127K | – | 207 |
|
2018
Q1 | – | Hold |
0
| – | -$137K | – | 167 |
|
2017
Q4 | – | Hold |
0
| – | – | – | 175 |
|