Foresight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-28,429
| Closed | -$1.25M | – | 49 |
|
|
2022
Q3 | $1.25M | Buy |
28,429
+1,555
| +6% | +$68.4K | 0.29% | 26 |
|
|
2022
Q2 | $1.31M | Buy |
26,874
+1,746
| +7% | +$85K | 0.27% | 28 |
|
|
2022
Q1 | $1.39M | Buy |
25,128
+5,355
| +27% | +$297K | 0.26% | 30 |
|
|
2021
Q4 | $1.04M | Buy |
19,773
+255
| +1% | +$13.3K | 0.01% | 36 |
|
|
2021
Q3 | $848K | Sell |
19,518
-373
| -2% | -$16.2K | 0.17% | 43 |
|
|
2021
Q2 | $842K | Buy |
19,891
+3,754
| +23% | +$159K | 0.19% | 49 |
|
|
2021
Q1 | $597K | Buy |
+16,137
| New | +$597K | 0.15% | 62 |
|