Balentine LLC’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,820
| Closed | -$235K | – | 658 |
|
|
2022
Q2 | $235K | Buy |
+4,820
| New | +$235K | 0.01% | 494 |
|
|
2020
Q3 | – | Sell |
-634
| Closed | -$17K | – | 509 |
|
|
2020
Q2 | $17K | Buy |
+634
| New | +$17K | ﹤0.01% | 424 |
|
|
2019
Q4 | – | Sell |
-16
| Closed | -$1K | – | 673 |
|
|
2019
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 689 |
|