B. Riley 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 | $739 | Buy |
15,170
+3,673
| +32% | +$179 | ﹤0.01% | 345 |
|
|
2022
Q1 | $637K | Buy |
11,497
+1,659
| +17% | +$91.9K | 0.05% | 288 |
|
|
2021
Q4 | $515K | Buy |
9,838
+123
| +1% | +$6.44K | 0.04% | 345 |
|
|
2021
Q3 | $422K | Sell |
9,715
-56
| -0.6% | -$2.43K | 0.03% | 376 |
|
|
2021
Q2 | $414K | Buy |
9,771
+800
| +9% | +$33.9K | 0.05% | 266 |
|
|
2021
Q1 | $332K | Sell |
8,971
-6,471
| -42% | -$239K | 0.04% | 284 |
|
|
2020
Q4 | $455K | Buy |
15,442
+4,537
| +42% | +$134K | 0.06% | 214 |
|
|
2020
Q3 | $292K | Buy |
+10,905
| New | +$292K | 0.03% | 299 |
|