Gary Goldberg Planning Services’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-249
| Closed | -$8K | – | 472 |
|
|
2014
Q3 | $8K | Sell |
249
-20
| -7% | -$643 | ﹤0.01% | 392 |
|
|
2014
Q2 | $9K | Hold |
269
| – | – | ﹤0.01% | 357 |
|
|
2014
Q1 | $7K | Hold |
269
| – | – | ﹤0.01% | 349 |
|
|
2013
Q4 | $8K | Hold |
269
| – | – | ﹤0.01% | 303 |
|
|
2013
Q3 | $7K | Hold |
269
| – | – | ﹤0.01% | 307 |
|
|
2013
Q2 | $7K | Buy |
+269
| New | +$7K | ﹤0.01% | 315 |
|