Dynamic Advisor Solutions’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
3,316
+241
| +8% | +$24.7K | 0.01% | 701 |
|
|
2025
Q1 | $265K | Buy |
3,075
+619
| +25% | +$53.3K | 0.01% | 752 |
|
|
2024
Q4 | $258K | Sell |
2,456
-133
| -5% | -$14K | 0.01% | 568 |
|
|
2024
Q3 | $308K | Sell |
2,589
-160
| -6% | -$19K | 0.01% | 743 |
|
|
2024
Q2 | $246K | Buy |
2,749
+74
| +3% | +$6.63K | 0.01% | 824 |
|
|
2024
Q1 | $215K | Buy |
+2,675
| New | +$215K | 0.01% | 843 |
|