Financial Architects (New Jersey)’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-297
| Closed | -$8K | – | 501 |
|
|
2020
Q2 | $8K | Buy |
297
+7
| +2% | +$189 | ﹤0.01% | 672 |
|
|
2020
Q1 | $7K | Buy |
290
+6
| +2% | +$145 | ﹤0.01% | 665 |
|
|
2019
Q4 | $9K | Buy |
284
+103
| +57% | +$3.26K | ﹤0.01% | 690 |
|
|
2019
Q3 | $6K | Buy |
181
+77
| +74% | +$2.55K | ﹤0.01% | 790 |
|
|
2019
Q2 | $3K | Buy |
104
+2
| +2% | +$58 | ﹤0.01% | 942 |
|
|
2019
Q1 | $4K | Buy |
102
+2
| +2% | +$78 | ﹤0.01% | 1127 |
|
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1076 |
|
|
2018
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1148 |
|
|
2016
Q4 | – | Sell |
-67
| Closed | -$3K | – | 1407 |
|
|
2016
Q3 | $3K | Hold |
67
| – | – | ﹤0.01% | 1213 |
|
|
2016
Q2 | $3K | Hold |
67
| – | – | ﹤0.01% | 1185 |
|
|
2016
Q1 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 1015 |
|