Financial Gravity Asset 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
Q2 | – | Sell |
-10
| Closed | -$777 | – | 1993 |
|
|
2024
Q1 | $777 | Sell |
10
-297
| -97% | -$23.1K | ﹤0.01% | 1281 |
|
|
2023
Q4 | $17.9K | Buy |
307
+1
| +0.3% | +$58 | ﹤0.01% | 703 |
|
|
2023
Q3 | $17.8K | Buy |
306
+249
| +437% | +$14.5K | ﹤0.01% | 555 |
|
|
2023
Q2 | $362 | Buy |
+57
| New | +$362 | ﹤0.01% | 1049 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$677 | – | 1396 |
|
|
2022
Q4 | $677 | Sell |
50
-654
| -93% | -$8.86K | ﹤0.01% | 745 |
|
|
2022
Q3 | $2.04K | Buy |
+704
| New | +$2.04K | 0.07% | 291 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1565 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1397 |
|
|
2019
Q2 | – | Sell |
-7
| Closed | – | – | 1452 |
|
|
2019
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1435 |
|
|
2018
Q3 | $6K | Sell |
185
-155
| -46% | -$5.03K | 0.01% | 685 |
|
|
2018
Q2 | $12K | Buy |
340
+288
| +554% | +$10.2K | 0.01% | 535 |
|
|
2018
Q1 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 961 |
|