Concord Wealth Partners’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22
| Closed | -$1.25K | – | 1056 |
|
|
2023
Q2 | $1.25K | Hold |
22
| – | – | ﹤0.01% | 921 |
|
|
2023
Q1 | $1.16K | Hold |
22
| – | – | ﹤0.01% | 881 |
|
|
2022
Q4 | $1.1K | Buy |
+22
| New | +$1.1K | ﹤0.01% | 1047 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$37K | – | 1077 |
|
|
2021
Q1 | $37K | Hold |
1,000
| – | – | 0.01% | 378 |
|
|
2020
Q4 | $29K | Buy |
+1,000
| New | +$29K | 0.02% | 267 |
|