Colonial Trust 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
Q2 | – | Sell |
-30
| Closed | -$2.41K | – | 902 |
|
|
2024
Q1 | $2.41K | Sell |
30
-82
| -73% | -$6.58K | ﹤0.01% | 779 |
|
|
2023
Q4 | $7.84K | Hold |
112
| – | – | ﹤0.01% | 538 |
|
|
2023
Q3 | $6.66K | Sell |
112
-3
| -3% | -$178 | ﹤0.01% | 564 |
|
|
2023
Q2 | $6.53K | Hold |
115
| – | – | ﹤0.01% | 586 |
|
|
2023
Q1 | $6.09K | Sell |
115
-16
| -12% | -$847 | ﹤0.01% | 590 |
|
|
2022
Q4 | $6.53K | Buy |
+131
| New | +$6.53K | ﹤0.01% | 580 |
|