EE
EWG Elevate’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Hold |
5,722
| – | – | 0.18% | 87 |
|
|
2025
Q1 | $492K | Sell |
5,722
-120
| -2% | -$10.3K | 0.18% | 73 |
|
|
2024
Q4 | $614K | Sell |
5,842
-220
| -4% | -$23.1K | 0.19% | 91 |
|
|
2024
Q3 | $720K | Sell |
6,062
-803
| -12% | -$95.4K | 0.29% | 57 |
|
|
2024
Q2 | $615K | Sell |
6,865
-67,867
| -91% | -$6.08M | 0.22% | 82 |
|
|
2024
Q1 | $5.99M | Sell |
74,732
-12,175
| -14% | -$977K | 2.28% | 11 |
|
|
2023
Q4 | $6.08M | Sell |
86,907
-24,467
| -22% | -$1.71M | 2.52% | 12 |
|
|
2023
Q3 | $6.62M | Sell |
111,374
-16,771
| -13% | -$997K | 2.99% | 9 |
|
|
2023
Q2 | $7.28M | Sell |
128,145
-2,210
| -2% | -$126K | 3.01% | 8 |
|
|
2023
Q1 | $6.9M | Sell |
130,355
-742
| -0.6% | -$39.3K | 2.94% | 7 |
|
|
2022
Q4 | $6.54M | Buy |
131,097
+3,565
| +3% | +$178K | 3.29% | 7 |
|
|
2022
Q3 | $5.61M | Buy |
127,532
+1,466
| +1% | +$64.5K | 3.16% | 11 |
|
|
2022
Q2 | $6.14M | Buy |
126,066
+8,734
| +7% | +$425K | 2.99% | 14 |
|
|
2022
Q1 | $6.5M | Buy |
117,332
+97,135
| +481% | +$5.38M | 2.55% | 16 |
|
|
2021
Q4 | $1.06M | Buy |
20,197
+561
| +3% | +$29.4K | 0.52% | 45 |
|
|
2021
Q3 | $853K | Buy |
19,636
+3,319
| +20% | +$144K | 0.35% | 50 |
|
|
2021
Q2 | $695K | Sell |
16,317
-7,951
| -33% | -$339K | 0.27% | 57 |
|
|
2021
Q1 | $898K | Sell |
24,268
-295
| -1% | -$10.9K | 0.4% | 46 |
|
|
2020
Q4 | $724K | Sell |
24,563
-137
| -0.6% | -$4.04K | 0.33% | 52 |
|
|
2020
Q3 | $662K | Buy |
24,700
+991
| +4% | +$26.6K | 0.39% | 42 |
|
|
2020
Q2 | $619K | Buy |
+23,709
| New | +$619K | 0.42% | 38 |
|