Clearstead Trust’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 | $1.23K | Buy |
+12
| New | +$1.23K | ﹤0.01% | 1085 |
|
|
2019
Q1 | – | Sell |
-175
| Closed | -$6K | – | 213 |
|
|
2018
Q4 | $6K | Hold |
175
| – | – | 0.01% | 197 |
|
|
2018
Q3 | $6K | Hold |
175
| – | – | ﹤0.01% | 177 |
|
|
2018
Q2 | $6K | Buy |
+175
| New | +$6K | 0.01% | 181 |
|
|
2018
Q1 | – | Sell |
-175
| Closed | -$7K | – | 153 |
|
|
2017
Q4 | $7K | Sell |
175
-10,430
| -98% | -$417K | ﹤0.01% | 184 |
|
|
2017
Q3 | $413K | Sell |
10,605
-780
| -7% | -$30.4K | 0.31% | 78 |
|
|
2017
Q2 | $391K | Buy |
+11,385
| New | +$391K | 0.31% | 70 |
|