Gitterman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,821
| Closed | -$240K | – | 100 |
|
|
2022
Q4 | $240K | Sell |
4,821
-180
| -4% | -$8.98K | 0.12% | 51 |
|
|
2022
Q3 | $219K | Buy |
5,001
+370
| +8% | +$16.2K | 0.23% | 55 |
|
|
2022
Q2 | $225K | Sell |
4,631
-580
| -11% | -$28.2K | 0.21% | 52 |
|
|
2022
Q1 | $289K | Buy |
5,211
+515
| +11% | +$28.6K | 0.23% | 51 |
|
|
2021
Q4 | $245K | Buy |
+4,696
| New | +$245K | 0.18% | 70 |
|