Financial Engines Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19,034
| Closed | -$838K | – | 283 |
|
|
2021
Q3 | $838K | Sell |
19,034
-2,994
| -14% | -$132K | ﹤0.01% | 125 |
|
|
2021
Q2 | $946K | Hold |
22,028
| – | – | ﹤0.01% | 105 |
|
|
2021
Q1 | $829K | Sell |
22,028
-873
| -4% | -$32.9K | ﹤0.01% | 128 |
|
|
2020
Q4 | $689K | Buy |
22,901
+250
| +1% | +$7.52K | ﹤0.01% | 142 |
|
|
2020
Q3 | $621K | Buy |
+22,651
| New | +$621K | ﹤0.01% | 145 |
|