FDx Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,836
| Closed | -$218K | – | 194 |
|
|
2024
Q3 | $218K | Sell |
1,836
-557
| -23% | -$66.1K | 0.06% | 194 |
|
|
2024
Q2 | $214K | Sell |
2,393
-619
| -21% | -$55.4K | 0.06% | 190 |
|
|
2024
Q1 | $242K | Sell |
3,012
-936
| -24% | -$75.2K | 0.04% | 315 |
|
|
2023
Q4 | $276K | Sell |
3,948
-105
| -3% | -$7.34K | 0.02% | 543 |
|
|
2023
Q3 | $241K | Buy |
4,053
+218
| +6% | +$13K | 0.02% | 545 |
|
|
2023
Q2 | $218K | Sell |
3,835
-5,980
| -61% | -$340K | 0.01% | 699 |
|
|
2023
Q1 | $489K | Hold |
9,815
| – | – | 0.02% | 421 |
|
|
2022
Q4 | $489K | Sell |
9,815
-156
| -2% | -$7.77K | 0.02% | 421 |
|
|
2022
Q3 | $438K | Sell |
9,971
-333
| -3% | -$14.6K | 0.02% | 436 |
|
|
2022
Q2 | $502K | Buy |
10,304
+3
| +0% | +$146 | 0.02% | 478 |
|
|
2022
Q1 | $571K | Buy |
+10,301
| New | +$571K | 0.02% | 471 |
|
|
2017
Q2 | – | Sell |
-7,311
| Closed | -$261K | – | 1214 |
|
|
2017
Q1 | $261K | Buy |
+7,311
| New | +$261K | 0.01% | 1023 |
|