First Trust Direct Indexing’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,987
| Closed | -$949K | – | 446 |
|
|
2024
Q3 | $949K | Sell |
7,987
-46
| -0.6% | -$5.47K | 0.05% | 365 |
|
|
2024
Q2 | $720K | Buy |
8,033
+1,919
| +31% | +$172K | 0.04% | 402 |
|
|
2024
Q1 | $490K | Buy |
6,114
+356
| +6% | +$28.6K | 0.04% | 471 |
|
|
2023
Q4 | $403K | Buy |
+5,758
| New | +$403K | 0.04% | 497 |
|
|
2022
Q3 | – | Sell |
-4,435
| Closed | -$216K | – | 662 |
|
|
2022
Q2 | $216K | Buy |
4,435
+710
| +19% | +$34.6K | 0.03% | 561 |
|
|
2022
Q1 | $206K | Buy |
+3,725
| New | +$206K | 0.03% | 620 |
|