Certified Advisory Corp’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-500
| Closed | -$12K | – | 786 |
|
|
2020
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 502 |
|
|
2019
Q4 | $16K | Sell |
500
-3,413
| -87% | -$109K | 0.01% | 518 |
|
|
2019
Q3 | $127K | Buy |
3,913
+500
| +15% | +$16.2K | 0.04% | 212 |
|
|
2019
Q2 | $107K | Hold |
3,413
| – | – | 0.04% | 226 |
|
|
2019
Q1 | $121K | Hold |
3,413
| – | – | 0.05% | 198 |
|
|
2018
Q4 | $111K | Hold |
3,413
| – | – | 0.06% | 191 |
|
|
2018
Q3 | $118K | Hold |
3,413
| – | – | 0.05% | 196 |
|
|
2018
Q2 | $119K | Hold |
3,413
| – | – | 0.07% | 185 |
|
|
2018
Q1 | $112K | Hold |
3,413
| – | – | 0.07% | 183 |
|
|
2017
Q4 | $128K | Buy |
+3,413
| New | +$128K | 0.09% | 148 |
|