First Allied Advisory Services’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 | $236K | Buy |
+8,807
| New | +$236K | 0.01% | 1000 |
|
|
2019
Q1 | – | Sell |
-7,137
| Closed | -$228K | – | 1174 |
|
|
2018
Q4 | $228K | Buy |
+7,137
| New | +$228K | 0.01% | 900 |
|
|
2018
Q1 | – | Sell |
-13,945
| Closed | -$529K | – | 1306 |
|
|
2017
Q4 | $529K | Buy |
+13,945
| New | +$529K | 0.02% | 626 |
|
|
2016
Q4 | – | Sell |
-5,535
| Closed | -$208K | – | 1133 |
|
|
2016
Q3 | $208K | Buy |
5,535
+384
| +7% | +$14.4K | 0.01% | 922 |
|
|
2016
Q2 | $205K | Buy |
+5,151
| New | +$205K | 0.01% | 924 |
|