CreativeOne Wealth’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 | $291K | Sell |
2,833
-286
| -9% | -$29.3K | 0.01% | 926 |
|
|
2025
Q1 | $268K | Sell |
3,119
-6,796
| -69% | -$585K | 0.01% | 899 |
|
|
2024
Q4 | $1.04M | Buy |
9,915
+6,905
| +229% | +$726K | 0.03% | 455 |
|
|
2024
Q3 | $358K | Buy |
+3,010
| New | +$358K | 0.01% | 729 |
|
|
2024
Q2 | – | Sell |
-3,117
| Closed | -$250K | – | 844 |
|
|
2024
Q1 | $250K | Buy |
3,117
+113
| +4% | +$9.06K | 0.01% | 775 |
|
|
2023
Q4 | $210K | Buy |
+3,004
| New | +$210K | 0.01% | 590 |
|
|
2023
Q3 | – | Sell |
-3,736
| Closed | -$212K | – | 703 |
|
|
2023
Q2 | $212K | Buy |
+3,736
| New | +$212K | 0.01% | 768 |
|