Daymark 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $284K | Buy |
2,767
+135
| +5% | +$13.8K | 0.01% | 460 |
|
2025
Q1 | $226K | Sell |
2,632
-183
| -7% | -$15.7K | 0.01% | 466 |
|
2024
Q4 | $296K | Buy |
2,815
+81
| +3% | +$8.51K | 0.01% | 412 |
|
2024
Q3 | $325K | Sell |
2,734
-20
| -0.7% | -$2.38K | 0.01% | 407 |
|
2024
Q2 | $247K | Sell |
2,754
-60
| -2% | -$5.38K | 0.01% | 439 |
|
2024
Q1 | $226K | Sell |
2,814
-69
| -2% | -$5.53K | 0.01% | 396 |
|
2023
Q4 | $202K | Buy |
+2,883
| New | +$202K | 0.01% | 387 |
|