EI
Ellevest Inc’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Sell |
6,516
-292
| -4% | -$30K | 0.11% | 140 |
|
|
2025
Q1 | $586K | Sell |
6,808
-283
| -4% | -$24.3K | 0.04% | 169 |
|
|
2024
Q4 | $745K | Buy |
7,091
+89
| +1% | +$9.36K | 0.04% | 137 |
|
|
2024
Q3 | $832K | Buy |
7,002
+525
| +8% | +$62.4K | 0.05% | 131 |
|
|
2024
Q2 | $580K | Buy |
6,477
+561
| +9% | +$50.3K | 0.03% | 177 |
|
|
2024
Q1 | $475K | Buy |
5,916
+696
| +13% | +$55.8K | 0.03% | 213 |
|
|
2023
Q4 | $365K | Buy |
5,220
+322
| +7% | +$22.5K | 0.02% | 252 |
|
|
2023
Q3 | $291K | Buy |
+4,898
| New | +$291K | 0.02% | 269 |
|
|
2023
Q2 | – | Sell |
-4,239
| Closed | -$224K | – | 980 |
|
|
2023
Q1 | $224K | Buy |
4,239
+528
| +14% | +$27.9K | 0.02% | 293 |
|
|
2022
Q4 | $185K | Sell |
3,711
-232
| -6% | -$11.6K | 0.02% | 314 |
|
|
2022
Q3 | $173K | Buy |
3,943
+625
| +19% | +$27.4K | 0.02% | 303 |
|
|
2022
Q2 | $162K | Buy |
3,318
+2,018
| +155% | +$98.5K | 0.02% | 320 |
|
|
2022
Q1 | $72K | Buy |
1,300
+662
| +104% | +$36.7K | 0.01% | 460 |
|
|
2021
Q4 | $33K | Buy |
638
+252
| +65% | +$13K | ﹤0.01% | 608 |
|
|
2021
Q3 | $17K | Buy |
386
+31
| +9% | +$1.37K | ﹤0.01% | 700 |
|
|
2021
Q2 | $15K | Buy |
355
+100
| +39% | +$4.23K | ﹤0.01% | 689 |
|
|
2021
Q1 | $9K | Buy |
255
+205
| +410% | +$7.24K | ﹤0.01% | 798 |
|
|
2020
Q4 | $1K | Buy |
50
+22
| +79% | +$440 | ﹤0.01% | 1067 |
|
|
2020
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1018 |
|