Evoke Wealth’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-40
| Closed | -$2K | – | 748 |
|
|
2022
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 1039 |
|
|
2022
Q2 | $2K | Buy |
40
+7
| +21% | +$350 | ﹤0.01% | 1049 |
|
|
2022
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 1044 |
|
|
2020
Q3 | – | Sell |
-11
| Closed | – | – | 1071 |
|
|
2020
Q2 | $0 | Sell |
11
-33
| -75% | – | ﹤0.01% | 1125 |
|
|
2020
Q1 | $1.07K | Sell |
44
-59
| -57% | -$1.44K | ﹤0.01% | 921 |
|
|
2019
Q4 | $3.34K | Sell |
103
-13
| -11% | -$422 | ﹤0.01% | 992 |
|
|
2019
Q3 | $3.85K | Buy |
+116
| New | +$3.85K | ﹤0.01% | 1064 |
|