EverSource Wealth Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Buy |
1,322
+300
| +29% | +$30.8K | 0.01% | 1042 |
|
|
2025
Q1 | $87.9K | Sell |
1,022
-1,405
| -58% | -$121K | ﹤0.01% | 962 |
|
|
2024
Q4 | $255K | Buy |
2,427
+751
| +45% | +$79K | 0.01% | 559 |
|
|
2024
Q3 | $199K | Buy |
1,676
+373
| +29% | +$44.3K | 0.01% | 559 |
|
|
2024
Q2 | $134K | Buy |
1,303
+349
| +37% | +$35.8K | 0.01% | 698 |
|
|
2024
Q1 | $74K | Buy |
954
+600
| +169% | +$46.5K | 0.01% | 824 |
|
|
2023
Q4 | $24.8K | Sell |
354
-50
| -12% | -$3.5K | ﹤0.01% | 1148 |
|
|
2023
Q3 | $24K | Buy |
404
+400
| +10,000% | +$23.8K | ﹤0.01% | 1059 |
|
|
2023
Q2 | $227 | Buy |
+4
| New | +$227 | ﹤0.01% | 2416 |
|
|
2022
Q4 | – | Sell |
-150
| Closed | -$7K | – | 2368 |
|
|
2022
Q3 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 1239 |
|