Boston Financial Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,100
| Closed | -$278K | – | 332 |
|
|
2024
Q2 | $278K | Hold |
3,100
| – | – | 0.01% | 290 |
|
|
2024
Q1 | $249K | Hold |
3,100
| – | – | 0.01% | 302 |
|
|
2023
Q4 | $217K | Buy |
+3,100
| New | +$217K | 0.01% | 303 |
|
|
2023
Q3 | – | Sell |
-4,260
| Closed | -$242K | – | 309 |
|
|
2023
Q2 | $242K | Sell |
4,260
-340
| -7% | -$19.3K | 0.01% | 289 |
|
|
2023
Q1 | $243K | Hold |
4,600
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $229K | Hold |
4,600
| – | – | 0.01% | 294 |
|
|
2022
Q3 | $202K | Buy |
+4,600
| New | +$202K | 0.01% | 296 |
|