Clarus Wealth Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-807
| Closed | -$25K | – | 349 |
|
|
2019
Q2 | $25K | Buy |
807
+14
| +2% | +$434 | 0.02% | 338 |
|
|
2019
Q1 | $28K | Buy |
793
+14
| +2% | +$494 | 0.02% | 372 |
|
|
2018
Q4 | $25K | Buy |
779
+14
| +2% | +$449 | 0.04% | 369 |
|
|
2018
Q3 | $26K | Buy |
765
+25
| +3% | +$850 | 0.02% | 397 |
|
|
2018
Q2 | $24K | Buy |
+740
| New | +$24K | 0.02% | 404 |
|