FP
Fiduciary Planning’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,828
| Closed | -$410K | – | 44 |
|
|
2021
Q4 | $410K | Sell |
7,828
-16,280
| -68% | -$853K | 0.23% | 39 |
|
|
2021
Q3 | $1.05M | Sell |
24,108
-409
| -2% | -$17.8K | 0.56% | 24 |
|
|
2021
Q2 | $1.04M | Sell |
24,517
-13,198
| -35% | -$559K | 0.9% | 29 |
|
|
2021
Q1 | $1.4M | Buy |
37,715
+2,622
| +7% | +$97.1K | 2.11% | 20 |
|
|
2020
Q4 | $1.04M | Buy |
35,093
+2,790
| +9% | +$82.3K | 1.46% | 29 |
|
|
2020
Q3 | $865K | Buy |
32,303
+3,866
| +14% | +$104K | 1.43% | 28 |
|
|
2020
Q2 | $802K | Buy |
+28,437
| New | +$802K | 1.77% | 24 |
|