AA
Apriem Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+2,000
| New | +$205K | 0.02% | 183 |
|
|
2025
Q1 | – | Sell |
-3,000
| Closed | -$315K | – | 185 |
|
|
2024
Q4 | $315K | Hold |
3,000
| – | – | 0.04% | 138 |
|
|
2024
Q3 | $356K | Sell |
3,000
-200
| -6% | -$23.8K | 0.04% | 121 |
|
|
2024
Q2 | $287K | Hold |
3,200
| – | – | 0.04% | 139 |
|
|
2024
Q1 | $257K | Hold |
3,200
| – | – | 0.03% | 145 |
|
|
2023
Q4 | $224K | Buy |
+3,200
| New | +$224K | 0.03% | 138 |
|
|
2022
Q2 | – | Sell |
-3,700
| Closed | -$205K | – | 148 |
|
|
2022
Q1 | $205K | Buy |
+3,700
| New | +$205K | 0.03% | 143 |
|
|
2017
Q2 | – | Sell |
-42
| Closed | -$1K | – | 327 |
|
|
2017
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 631 |
|
|
2016
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 667 |
|
|
2016
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 542 |
|
|
2016
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 535 |
|
|
2016
Q1 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 555 |
|