Cetera Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $5.57M | Buy |
69,505
+8,917
| +15% | +$715K | 0.04% | 421 |
|
|
2023
Q4 | $4.24M | Sell |
60,588
-7,713
| -11% | -$540K | 0.06% | 316 |
|
|
2023
Q3 | $4.06M | Buy |
68,301
+12,119
| +22% | +$720K | 0.06% | 295 |
|
|
2023
Q2 | $3.19M | Sell |
56,182
-2,060
| -4% | -$117K | 0.05% | 347 |
|
|
2023
Q1 | $3.08M | Buy |
58,242
+30,882
| +113% | +$1.63M | 0.05% | 336 |
|
|
2022
Q4 | $1.36M | Sell |
27,360
-21,561
| -44% | -$1.07M | 0.02% | 558 |
|
|
2022
Q3 | $2.15M | Sell |
48,921
-19,588
| -29% | -$861K | 0.06% | 342 |
|
|
2022
Q2 | $3.34M | Buy |
68,509
+1,975
| +3% | +$96.2K | 0.08% | 272 |
|
|
2022
Q1 | $3.69M | Sell |
66,534
-2,081
| -3% | -$115K | 0.07% | 276 |
|
|
2021
Q4 | $3.59M | Sell |
68,615
-408
| -0.6% | -$21.4K | 0.07% | 272 |
|
|
2021
Q3 | $3M | Buy |
69,023
+4,776
| +7% | +$208K | 0.06% | 315 |
|
|
2021
Q2 | $2.72M | Sell |
64,247
-1,687
| -3% | -$71.4K | 0.06% | 298 |
|
|
2021
Q1 | $2.44M | Sell |
65,934
-316
| -0.5% | -$11.7K | 0.07% | 275 |
|
|
2020
Q4 | $1.95M | Sell |
66,250
-18,946
| -22% | -$559K | 0.06% | 278 |
|
|
2020
Q3 | $2.28M | Sell |
85,196
-5,090
| -6% | -$136K | 0.09% | 219 |
|
|
2020
Q2 | $2.36M | Sell |
90,286
-24,920
| -22% | -$650K | 0.1% | 199 |
|
|
2020
Q1 | $2.74M | Buy |
115,206
+31,724
| +38% | +$755K | 0.15% | 156 |
|
|
2019
Q4 | $2.67M | Buy |
83,482
+340
| +0.4% | +$10.9K | 0.11% | 179 |
|
|
2019
Q3 | $2.7M | Buy |
83,142
+7,060
| +9% | +$229K | 0.12% | 171 |
|
|
2019
Q2 | $2.39M | Buy |
76,082
+9,822
| +15% | +$308K | 0.11% | 190 |
|
|
2019
Q1 | $2.35M | Buy |
66,260
+58,413
| +744% | +$2.07M | 0.12% | 172 |
|
|
2018
Q4 | $254K | Sell |
7,847
-3,121
| -28% | -$101K | 0.01% | 682 |
|
|
2018
Q3 | $378K | Sell |
10,968
-1,647
| -13% | -$56.8K | 0.02% | 657 |
|
|
2018
Q2 | $441K | Sell |
12,615
-499
| -4% | -$17.4K | 0.03% | 543 |
|
|
2018
Q1 | $431K | Sell |
13,114
-1,245
| -9% | -$40.9K | 0.03% | 509 |
|
|
2017
Q4 | $543K | Buy |
+14,359
| New | +$543K | 0.03% | 419 |
|
|
2015
Q2 | – | Sell |
-5,938
| Closed | -$217K | – | 730 |
|
|
2015
Q1 | $217K | Buy |
+5,938
| New | +$217K | 0.02% | 608 |
|