Curi Wealth Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,191
| Closed | -$293K | – | 64 |
|
|
2023
Q4 | $293K | Sell |
4,191
-6
| -0.1% | -$420 | 0.04% | 125 |
|
|
2023
Q3 | $250K | Sell |
4,197
-130
| -3% | -$7.73K | 0.04% | 132 |
|
|
2023
Q2 | $246K | Hold |
4,327
| – | – | 0.03% | 146 |
|
|
2023
Q1 | $229K | Hold |
4,327
| – | – | 0.03% | 148 |
|
|
2022
Q4 | $216K | Buy |
+4,327
| New | +$216K | 0.03% | 177 |
|
|
2022
Q3 | – | Sell |
-153
| Closed | -$7K | – | 435 |
|
|
2022
Q2 | $7K | Buy |
153
+150
| +5,000% | +$6.86K | ﹤0.01% | 420 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 583 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 545 |
|