CPC
Consolidated Planning Corp’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,663
| Closed | -$418K | – | 208 |
|
|
2024
Q2 | $418K | Buy |
4,663
+1,452
| +45% | +$130K | 0.07% | 121 |
|
|
2024
Q1 | $258K | Sell |
3,211
-790
| -20% | -$63.4K | 0.04% | 155 |
|
|
2023
Q4 | $280K | Buy |
+4,001
| New | +$280K | 0.05% | 131 |
|
|
2022
Q3 | – | Sell |
-65,831
| Closed | -$3.21M | – | 119 |
|
|
2022
Q2 | $3.21M | Buy |
+65,831
| New | +$3.21M | 1% | 30 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | – | – | 246 |
|
|
2021
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 469 |
|