Focused Wealth 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
Q1 | – | Sell |
-758
| Closed | -$53.1K | – | 523 |
|
|
2023
Q4 | $53.1K | Hold |
758
| – | – | 0.01% | 299 |
|
|
2023
Q3 | $45.1K | Hold |
758
| – | – | 0.01% | 302 |
|
|
2023
Q2 | $43.1K | Buy |
758
+224
| +42% | +$12.7K | 0.01% | 327 |
|
|
2023
Q1 | $28.3K | Sell |
534
-87
| -14% | -$4.6K | 0.01% | 382 |
|
|
2022
Q4 | $31K | Buy |
621
+91
| +17% | +$4.54K | 0.01% | 359 |
|
|
2022
Q3 | $23K | Buy |
530
+3
| +0.6% | +$130 | ﹤0.01% | 368 |
|
|
2022
Q2 | $26K | Buy |
527
+4
| +0.8% | +$197 | ﹤0.01% | 352 |
|
|
2022
Q1 | $29K | Buy |
523
+3
| +0.6% | +$166 | ﹤0.01% | 368 |
|
|
2021
Q4 | $27K | Buy |
520
+4
| +0.8% | +$208 | ﹤0.01% | 440 |
|
|
2021
Q3 | $22K | Buy |
516
+6
| +1% | +$256 | ﹤0.01% | 469 |
|
|
2021
Q2 | $22K | Buy |
510
+7
| +1% | +$302 | ﹤0.01% | 482 |
|
|
2021
Q1 | $19K | Buy |
503
+4
| +0.8% | +$151 | ﹤0.01% | 490 |
|
|
2020
Q4 | $15K | Buy |
499
+205
| +70% | +$6.16K | ﹤0.01% | 481 |
|
|
2020
Q3 | $8K | Buy |
294
+4
| +1% | +$109 | ﹤0.01% | 506 |
|
|
2020
Q2 | $8K | Hold |
290
| – | – | ﹤0.01% | 487 |
|
|
2020
Q1 | $7K | Hold |
290
| – | – | ﹤0.01% | 475 |
|
|
2019
Q4 | $9K | Hold |
290
| – | – | ﹤0.01% | 490 |
|
|
2019
Q3 | $9K | Buy |
290
+100
| +53% | +$3.1K | ﹤0.01% | 484 |
|
|
2019
Q2 | $6K | Buy |
190
+50
| +36% | +$1.58K | ﹤0.01% | 555 |
|
|
2019
Q1 | $5K | Hold |
140
| – | – | ﹤0.01% | 531 |
|
|
2018
Q4 | $5K | Buy |
+140
| New | +$5K | ﹤0.01% | 527 |
|