Aevitas Wealth Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,894
| Closed | -$216K | – | 115 |
|
|
2022
Q1 | $216K | Buy |
3,894
+15
| +0.4% | +$832 | 0.13% | 112 |
|
|
2021
Q4 | $203K | Buy |
+3,879
| New | +$203K | 0.12% | 119 |
|
|
2019
Q2 | – | Sell |
-4,341
| Closed | -$153K | – | 203 |
|
|
2019
Q1 | $153K | Buy |
4,341
+51
| +1% | +$1.8K | 0.14% | 115 |
|
|
2018
Q4 | $139K | Buy |
4,290
+45
| +1% | +$1.46K | 0.14% | 118 |
|
|
2018
Q3 | $147K | Buy |
4,245
+45
| +1% | +$1.56K | 0.13% | 119 |
|
|
2018
Q2 | $147K | Buy |
4,200
+46
| +1% | +$1.61K | 0.14% | 116 |
|
|
2018
Q1 | $136K | Buy |
4,154
+39
| +0.9% | +$1.28K | 0.14% | 120 |
|
|
2017
Q4 | $155K | Buy |
+4,115
| New | +$155K | 0.15% | 111 |
|