Demars Financial Group’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,063
| Closed | -$515K | – | 81 |
|
|
2023
Q2 | $515K | Sell |
9,063
-199
| -2% | -$11.3K | 0.29% | 49 |
|
|
2023
Q1 | $490K | Sell |
9,262
-419
| -4% | -$22.2K | 0.27% | 52 |
|
|
2022
Q4 | $483K | Sell |
9,681
-324
| -3% | -$16.2K | 0.27% | 48 |
|
|
2022
Q3 | $440K | Sell |
10,005
-100
| -1% | -$4.4K | 0.26% | 51 |
|
|
2022
Q2 | $492K | Buy |
10,105
+413
| +4% | +$20.1K | 0.28% | 57 |
|
|
2022
Q1 | $537K | Sell |
9,692
-691
| -7% | -$38.3K | 0.27% | 55 |
|
|
2021
Q4 | $543K | Sell |
10,383
-600
| -5% | -$31.4K | 0.29% | 60 |
|
|
2021
Q3 | $477K | Buy |
10,983
+737
| +7% | +$32K | 0.28% | 58 |
|
|
2021
Q2 | $434K | Buy |
10,246
+30
| +0.3% | +$1.27K | 0.26% | 63 |
|
|
2021
Q1 | $378K | Buy |
10,216
+25
| +0.2% | +$925 | 0.25% | 63 |
|
|
2020
Q4 | $300K | Buy |
10,191
+660
| +7% | +$19.4K | 0.21% | 59 |
|
|
2020
Q3 | $255K | Buy |
9,531
+818
| +9% | +$21.9K | 0.19% | 53 |
|
|
2020
Q2 | $227K | Buy |
+8,713
| New | +$227K | 0.19% | 56 |
|