Capital Advisory Group Advisory Services’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-104
| Closed | -$6K | – | 335 |
|
|
2022
Q1 | $6K | Buy |
+104
| New | +$6K | ﹤0.01% | 417 |
|
|
2021
Q4 | – | Sell |
-153
| Closed | -$7K | – | 322 |
|
|
2021
Q3 | $7K | Buy |
153
+1
| +0.7% | +$46 | ﹤0.01% | 436 |
|
|
2021
Q2 | $6K | Buy |
152
+1
| +0.7% | +$39 | ﹤0.01% | 444 |
|
|
2021
Q1 | $6K | Buy |
151
+1
| +0.7% | +$40 | ﹤0.01% | 433 |
|
|
2020
Q4 | $4K | Sell |
150
-3,973
| -96% | -$106K | ﹤0.01% | 454 |
|
|
2020
Q3 | $110K | Buy |
4,123
+543
| +15% | +$14.5K | 0.06% | 169 |
|
|
2020
Q2 | $93K | Buy |
3,580
+201
| +6% | +$5.22K | 0.05% | 175 |
|
|
2020
Q1 | $82K | Sell |
3,379
-3,131
| -48% | -$76K | 0.1% | 95 |
|
|
2019
Q4 | $205K | Buy |
6,510
+4,900
| +304% | +$154K | 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% | +$24K | 0.04% | 132 |
|
|
2018
Q3 | $30K | Buy |
880
+440
| +100% | +$15K | 0.02% | 166 |
|
|
2018
Q2 | $15K | Buy |
+440
| New | +$15K | 0.01% | 205 |
|