Cetera Trust Company’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
3,660
+35
| +1% | +$3.59K | 0.22% | 82 |
|
|
2025
Q1 | $312K | Hold |
3,625
| – | – | 0.2% | 91 |
|
|
2024
Q4 | $381K | Sell |
3,625
-225
| -6% | -$23.7K | 0.25% | 68 |
|
|
2024
Q3 | $457K | Sell |
3,850
-200
| -5% | -$23.8K | 0.28% | 67 |
|
|
2024
Q2 | $363K | Hold |
4,050
| – | – | 0.23% | 75 |
|
|
2024
Q1 | $325K | Hold |
4,050
| – | – | 0.2% | 87 |
|
|
2023
Q4 | $283K | Buy |
+4,050
| New | +$283K | 0.18% | 104 |
|