Glassman Wealth Services’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 |
-228
| Closed | -$16K | – | 992 |
|
|
2023
Q4 | $16K | Sell |
228
-165
| -42% | -$11.5K | ﹤0.01% | 748 |
|
|
2023
Q3 | $23.4K | Buy |
393
+74
| +23% | +$4.4K | ﹤0.01% | 625 |
|
|
2023
Q2 | $18.1K | Buy |
319
+91
| +40% | +$5.17K | ﹤0.01% | 646 |
|
|
2023
Q1 | $12.1K | Hold |
228
| – | – | ﹤0.01% | 769 |
|
|
2022
Q4 | $11.4K | Buy |
228
+84
| +58% | +$4.19K | ﹤0.01% | 791 |
|
|
2022
Q3 | $6K | Buy |
144
+6
| +4% | +$250 | ﹤0.01% | 944 |
|
|
2022
Q2 | $7K | Buy |
138
+53
| +62% | +$2.69K | ﹤0.01% | 910 |
|
|
2022
Q1 | $5K | Buy |
85
+14
| +20% | +$824 | ﹤0.01% | 1001 |
|
|
2021
Q4 | $4K | Sell |
71
-24
| -25% | -$1.35K | ﹤0.01% | 1034 |
|
|
2021
Q3 | $4K | Buy |
95
+27
| +40% | +$1.14K | ﹤0.01% | 1024 |
|
|
2021
Q2 | $3K | Buy |
68
+57
| +518% | +$2.52K | ﹤0.01% | 1061 |
|
|
2021
Q1 | $0 | Buy |
11
+7
| +175% | – | ﹤0.01% | 1518 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1438 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1406 |
|
|
2020
Q2 | $0 | Sell |
4
-13
| -76% | – | ﹤0.01% | 1376 |
|
|
2020
Q1 | $0 | Sell |
17
-45
| -73% | – | ﹤0.01% | 1335 |
|
|
2019
Q4 | $2K | Hold |
62
| – | – | ﹤0.01% | 764 |
|
|
2019
Q3 | $2K | Buy |
62
+22
| +55% | +$710 | ﹤0.01% | 704 |
|
|
2019
Q2 | $1K | Sell |
40
-643
| -94% | -$16.1K | ﹤0.01% | 864 |
|
|
2019
Q1 | $24K | Buy |
+683
| New | +$24K | 0.01% | 329 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 817 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 728 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 585 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 603 |
|
|
2017
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 633 |
|
|
2016
Q4 | – | Sell |
-11
| Closed | – | – | 667 |
|
|
2016
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 534 |
|