CAAS
Capital Asset Advisory Services’s Iron Mountain IRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,032
| Closed | -$215K | – | 296 |
|
2024
Q4 | $215K | Hold |
2,032
| – | – | 0.01% | 295 |
|
2024
Q3 | $241K | Buy |
+2,032
| New | +$241K | 0.01% | 286 |
|
2021
Q1 | – | Sell |
-2,241
| Closed | -$67K | – | 1074 |
|
2020
Q4 | $67K | Buy |
+2,241
| New | +$67K | 0.01% | 549 |
|