Good Life Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,646
| Closed | -$433K | – | 554 |
|
|
2024
Q3 | $433K | Buy |
3,646
+1,352
| +59% | +$161K | 0.03% | 378 |
|
|
2024
Q2 | $206K | Buy |
+2,294
| New | +$206K | 0.02% | 430 |
|
|
2022
Q2 | – | Sell |
-4,282
| Closed | -$237K | – | 373 |
|
|
2022
Q1 | $237K | Sell |
4,282
-1,063
| -20% | -$58.8K | 0.03% | 332 |
|
|
2021
Q4 | $280K | Buy |
5,345
+251
| +5% | +$13.1K | 0.03% | 299 |
|
|
2021
Q3 | $221K | Sell |
5,094
-211
| -4% | -$9.15K | 0.03% | 321 |
|
|
2021
Q2 | $225K | Sell |
5,305
-257
| -5% | -$10.9K | 0.04% | 274 |
|
|
2021
Q1 | $206K | Buy |
+5,562
| New | +$206K | 0.04% | 291 |
|