BHWM
Bar Harbor Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,041
| Closed | -$446K | – | 268 |
|
|
2022
Q1 | $446K | Hold |
8,041
| – | – | 0.04% | 167 |
|
|
2021
Q4 | $421K | Hold |
8,041
| – | – | 0.04% | 172 |
|
|
2021
Q3 | $349K | Hold |
8,041
| – | – | 0.03% | 178 |
|
|
2021
Q2 | $340K | Hold |
8,041
| – | – | 0.03% | 190 |
|
|
2021
Q1 | $298K | Hold |
8,041
| – | – | 0.03% | 199 |
|
|
2020
Q4 | $237K | Hold |
8,041
| – | – | 0.02% | 215 |
|
|
2020
Q3 | $215K | Hold |
8,041
| – | – | 0.02% | 222 |
|
|
2020
Q2 | $210K | Buy |
+8,041
| New | +$210K | 0.02% | 219 |
|
|
2020
Q1 | – | Sell |
-8,112
| Closed | -$259K | – | 256 |
|
|
2019
Q4 | $259K | Hold |
8,112
| – | – | 0.03% | 262 |
|
|
2019
Q3 | $263K | Hold |
8,112
| – | – | 0.03% | 266 |
|
|
2019
Q2 | $254K | Buy |
+8,112
| New | +$254K | 0.03% | 273 |
|
|
2018
Q4 | – | Sell |
-8,112
| Closed | -$280K | – | 289 |
|
|
2018
Q3 | $280K | Sell |
8,112
-470
| -5% | -$16.2K | 0.03% | 256 |
|
|
2018
Q2 | $300K | Hold |
8,582
| – | – | 0.04% | 247 |
|
|
2018
Q1 | $282K | Hold |
8,582
| – | – | 0.03% | 252 |
|
|
2017
Q4 | $324K | Sell |
8,582
-200
| -2% | -$7.55K | 0.04% | 239 |
|
|
2017
Q3 | $342K | Sell |
8,782
-265
| -3% | -$10.3K | 0.04% | 226 |
|
|
2017
Q2 | $311K | Sell |
9,047
-400
| -4% | -$13.8K | 0.04% | 245 |
|
|
2017
Q1 | $337K | Sell |
9,447
-5,540
| -37% | -$198K | 0.04% | 242 |
|
|
2016
Q4 | $487K | Sell |
14,987
-370
| -2% | -$12K | 0.05% | 217 |
|
|
2016
Q3 | $576K | Hold |
15,357
| – | – | 0.07% | 196 |
|
|
2016
Q2 | $612K | Buy |
+15,357
| New | +$612K | 0.07% | 187 |
|