Capital Advisory Group Advisory Services’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-104
Closed -$6K 335
2022
Q1
$6K Buy
+104
New +$4.95K ﹤0.01% 417
2021
Q4
Sell
-153
Closed -$7K 321
2021
Q3
$7K Buy
153
+1
+0.7% +$45 ﹤0.01% 436
2021
Q2
$6K Buy
152
+1
+0.7% +$42 ﹤0.01% 444
2021
Q1
$6K Buy
151
+1
+0.7% +$33 ﹤0.01% 433
2020
Q4
$4K Sell
150
-3,973
-96% -$110K ﹤0.01% 454
2020
Q3
$110K Buy
4,123
+543
+15% +$15.5K 0.06% 169
2020
Q2
$93K Buy
3,580
+201
+6% +$5.08K 0.05% 175
2020
Q1
$82K Sell
3,379
-3,131
-48% -$94.8K 0.1% 95
2019
Q4
$205K Buy
6,510
+4,900
+304% +$161K 0.11% 101
2019
Q3
$53K Hold
1,610
0.04% 145
2019
Q2
$50K Hold
1,610
0.03% 153
2019
Q1
$57K Hold
1,610
0.04% 139
2018
Q4
$53K Buy
1,610
+730
+83% +$23.9K 0.04% 132
2018
Q3
$30K Buy
880
+440
+100% +$15.7K 0.02% 166
2018
Q2
$15K Buy
+440
New +$14.9K 0.01% 205

Other funds holding IRM