Financial Advocates Investment Management’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 |
-2,576
| Closed | -$306K | – | 762 |
|
|
2024
Q3 | $306K | Sell |
2,576
-47
| -2% | -$5.59K | 0.02% | 592 |
|
|
2024
Q2 | $235K | Buy |
2,623
+7
| +0.3% | +$627 | 0.01% | 633 |
|
|
2024
Q1 | $210K | Buy |
+2,616
| New | +$210K | 0.01% | 701 |
|
|
2022
Q4 | – | Sell |
-18,386
| Closed | -$204K | – | 811 |
|
|
2022
Q3 | $204K | Buy |
+18,386
| New | +$204K | 0.02% | 677 |
|
|
2022
Q2 | – | Sell |
-5,617
| Closed | -$311K | – | 735 |
|
|
2022
Q1 | $311K | Buy |
+5,617
| New | +$311K | 0.02% | 564 |
|
|
2021
Q3 | – | Sell |
-5,797
| Closed | -$246K | – | 757 |
|
|
2021
Q2 | $246K | Sell |
5,797
-663
| -10% | -$28.1K | 0.02% | 641 |
|
|
2021
Q1 | $239K | Buy |
+6,460
| New | +$239K | 0.02% | 659 |
|