Covestor’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 | $23K | Buy |
222
+40
| +22% | +$4.14K | 0.01% | 1204 |
|
|
2025
Q1 | $16K | Sell |
182
-1
| -0.5% | -$88 | 0.01% | 1264 |
|
|
2024
Q4 | $19K | Sell |
183
-16
| -8% | -$1.66K | 0.01% | 1215 |
|
|
2024
Q3 | $24K | Sell |
199
-80
| -29% | -$9.65K | 0.02% | 1147 |
|
|
2024
Q2 | $25K | Sell |
279
-6
| -2% | -$538 | 0.02% | 1118 |
|
|
2024
Q1 | $23K | Buy |
285
+33
| +13% | +$2.66K | 0.01% | 1167 |
|
|
2023
Q4 | $18K | Buy |
252
+6
| +2% | +$429 | 0.01% | 1231 |
|
|
2023
Q3 | $15K | Sell |
246
-5
| -2% | -$305 | 0.01% | 1231 |
|
|
2023
Q2 | $14K | Sell |
251
-30
| -11% | -$1.67K | 0.01% | 1281 |
|
|
2023
Q1 | $15K | Sell |
281
-82
| -23% | -$4.38K | 0.01% | 1111 |
|
|
2022
Q4 | $18K | Sell |
363
-27
| -7% | -$1.34K | 0.01% | 1068 |
|
|
2022
Q3 | $17K | Sell |
390
-505
| -56% | -$22K | 0.02% | 1046 |
|
|
2022
Q2 | $44K | Sell |
895
-4,120
| -82% | -$203K | 0.03% | 774 |
|
|
2022
Q1 | $278K | Buy |
5,015
+2,610
| +109% | +$145K | 0.19% | 71 |
|
|
2021
Q4 | $126K | Buy |
+2,405
| New | +$126K | 0.18% | 87 |
|