Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $32.8K | Buy |
469
+5
| +1% | +$350 | ﹤0.01% | 458 |
|
|
2023
Q3 | $27.6K | Buy |
464
+5
| +1% | +$297 | ﹤0.01% | 428 |
|
|
2023
Q2 | $26.1K | Buy |
459
+6
| +1% | +$341 | ﹤0.01% | 424 |
|
|
2023
Q1 | $24K | Buy |
453
+5
| +1% | +$265 | ﹤0.01% | 435 |
|
|
2022
Q4 | $22K | Buy |
448
+6
| +1% | +$295 | ﹤0.01% | 445 |
|
|
2022
Q3 | $19K | Buy |
442
+6
| +1% | +$258 | ﹤0.01% | 435 |
|
|
2022
Q2 | $21K | Buy |
436
+5
| +1% | +$241 | ﹤0.01% | 442 |
|
|
2022
Q1 | $24K | Buy |
431
+5
| +1% | +$278 | ﹤0.01% | 423 |
|
|
2021
Q4 | $22K | Buy |
426
+6
| +1% | +$310 | ﹤0.01% | 454 |
|
|
2021
Q3 | $18K | Buy |
420
+6
| +1% | +$257 | ﹤0.01% | 442 |
|
|
2021
Q2 | $18K | Buy |
414
+7
| +2% | +$304 | ﹤0.01% | 430 |
|
|
2021
Q1 | $15K | Buy |
407
+8
| +2% | +$295 | ﹤0.01% | 423 |
|
|
2020
Q4 | $12K | Buy |
399
+9
| +2% | +$271 | ﹤0.01% | 411 |
|
|
2020
Q3 | $10K | Buy |
390
+9
| +2% | +$231 | ﹤0.01% | 394 |
|
|
2020
Q2 | $10K | Buy |
381
+10
| +3% | +$262 | ﹤0.01% | 391 |
|
|
2020
Q1 | $9K | Buy |
371
+7
| +2% | +$170 | ﹤0.01% | 377 |
|
|
2019
Q4 | $12K | Buy |
364
+7
| +2% | +$231 | ﹤0.01% | 386 |
|
|
2019
Q3 | $12K | Buy |
357
+7
| +2% | +$235 | ﹤0.01% | 345 |
|
|
2019
Q2 | $11K | Hold |
350
| – | – | ﹤0.01% | 360 |
|
|
2019
Q1 | $13K | Buy |
+350
| New | +$13K | ﹤0.01% | 352 |
|
|
2017
Q3 | – | Sell |
-2
| Closed | -$1K | – | 672 |
|
|
2017
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 582 |
|
|
2017
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 546 |
|