Advisor Partners II’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $956K | Buy |
16,077
+1,638
| +11% | +$97.4K | 0.04% | 494 |
|
|
2023
Q2 | $820K | Buy |
14,439
+825
| +6% | +$46.9K | 0.04% | 448 |
|
|
2023
Q1 | $720K | Sell |
13,614
-505
| -4% | -$26.7K | 0.04% | 437 |
|
|
2022
Q4 | $704K | Sell |
14,119
-49
| -0.3% | -$2.44K | 0.04% | 422 |
|
|
2022
Q3 | $623K | Buy |
+14,168
| New | +$623K | 0.05% | 402 |
|