FinTrust Capital Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $147K | Hold |
1,240
| – | – | 0.02% | 357 |
|
|
2024
Q2 | $111K | Buy |
1,240
+240
| +24% | +$21.5K | 0.02% | 383 |
|
|
2024
Q1 | $80.2K | Sell |
1,000
-240
| -19% | -$19.3K | 0.02% | 421 |
|
|
2023
Q4 | $86.8K | Hold |
1,240
| – | – | 0.02% | 393 |
|
|
2023
Q3 | $73.7K | Buy |
1,240
+240
| +24% | +$14.3K | 0.02% | 400 |
|
|
2023
Q2 | $49.9K | Hold |
1,000
| – | – | 0.01% | 441 |
|
|
2023
Q1 | $49.9K | Hold |
1,000
| – | – | 0.01% | 441 |
|
|
2022
Q4 | $49.9K | Buy |
+1,000
| New | +$49.9K | 0.01% | 441 |
|
|
2021
Q2 | – | Sell |
-112
| Closed | -$4K | – | 1181 |
|
|
2021
Q1 | $4K | Buy |
+112
| New | +$4K | ﹤0.01% | 1035 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$10K | – | 1126 |
|
|
2019
Q4 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 740 |
|
|
2019
Q2 | – | Sell |
-30
| Closed | -$1K | – | 1143 |
|
|
2019
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 1185 |
|
|
2018
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1197 |
|