BerganKDV 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
Q2 | $12.5K | Buy |
220
+3
| +1% | +$171 | ﹤0.01% | 537 |
|
|
2023
Q1 | $11.5K | Buy |
217
+2
| +0.9% | +$106 | ﹤0.01% | 582 |
|
|
2022
Q4 | $10.7K | Buy |
215
+3
| +1% | +$149 | ﹤0.01% | 565 |
|
|
2022
Q3 | $9K | Buy |
212
+3
| +1% | +$127 | ﹤0.01% | 586 |
|
|
2022
Q2 | $10K | Buy |
209
+2
| +1% | +$96 | ﹤0.01% | 595 |
|
|
2022
Q1 | $11K | Buy |
207
+3
| +1% | +$159 | ﹤0.01% | 598 |
|
|
2021
Q4 | $11K | Buy |
204
+2
| +1% | +$108 | ﹤0.01% | 643 |
|
|
2021
Q3 | $9K | Buy |
202
+3
| +2% | +$134 | ﹤0.01% | 653 |
|
|
2021
Q2 | $8K | Buy |
199
+4
| +2% | +$161 | ﹤0.01% | 642 |
|
|
2021
Q1 | $7K | Buy |
195
+4
| +2% | +$144 | ﹤0.01% | 625 |
|
|
2020
Q4 | $6K | Buy |
191
+4
| +2% | +$126 | ﹤0.01% | 639 |
|
|
2020
Q3 | $5K | Buy |
187
+4
| +2% | +$107 | ﹤0.01% | 583 |
|
|
2020
Q2 | $5K | Buy |
183
+7
| +4% | +$191 | ﹤0.01% | 629 |
|
|
2020
Q1 | $4K | Sell |
176
-95
| -35% | -$2.16K | ﹤0.01% | 616 |
|
|
2019
Q4 | $9K | Buy |
271
+5
| +2% | +$166 | ﹤0.01% | 536 |
|
|
2019
Q3 | $9K | Buy |
266
+5
| +2% | +$169 | ﹤0.01% | 511 |
|
|
2019
Q2 | $8K | Buy |
261
+89
| +52% | +$2.73K | ﹤0.01% | 541 |
|
|
2019
Q1 | $6K | Buy |
172
+4
| +2% | +$140 | ﹤0.01% | 576 |
|
|
2018
Q4 | $5K | Buy |
168
+2
| +1% | +$60 | ﹤0.01% | 547 |
|
|
2018
Q3 | $6K | Buy |
166
+3
| +2% | +$108 | ﹤0.01% | 531 |
|
|
2018
Q2 | $6K | Buy |
+163
| New | +$6K | ﹤0.01% | 549 |
|