Gradient Investments’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-131
| Closed | -$11.7K | – | 811 |
|
|
2024
Q2 | $11.7K | Buy |
+131
| New | +$11.7K | ﹤0.01% | 715 |
|
|
2023
Q2 | – | Sell |
-10
| Closed | -$529 | – | 1830 |
|
|
2023
Q1 | $529 | Hold |
10
| – | – | ﹤0.01% | 1277 |
|
|
2022
Q4 | $499 | Buy |
+10
| New | +$499 | ﹤0.01% | 1299 |
|
|
2020
Q2 | – | Sell |
-24
| Closed | -$1K | – | 1116 |
|
|
2020
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 1007 |
|
|
2019
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1022 |
|
|
2019
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1011 |
|
|
2019
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 952 |
|
|
2019
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 797 |
|
|
2018
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 873 |
|
|
2018
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 913 |
|
|
2018
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 902 |
|
|
2018
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 910 |
|
|
2017
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 908 |
|
|
2017
Q3 | – | Sell |
-24
| Closed | -$1K | – | 466 |
|
|
2017
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 735 |
|
|
2017
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 718 |
|
|
2016
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 675 |
|
|
2016
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 653 |
|
|
2016
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 657 |
|
|
2016
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 667 |
|
|
2015
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 629 |
|
|
2015
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 545 |
|
|
2015
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 573 |
|
|
2015
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 587 |
|
|
2014
Q4 | $1K | Buy |
24
+2
| +9% | +$83 | ﹤0.01% | 525 |
|
|
2014
Q3 | $1K | Sell |
22
-89,657
| -100% | -$4.08M | ﹤0.01% | 447 |
|
|
2014
Q2 | $2.94M | Buy |
89,679
+11,889
| +15% | +$389K | 0.58% | 30 |
|
|
2014
Q1 | $1.98M | Buy |
77,790
+9,999
| +15% | +$255K | 0.46% | 66 |
|
|
2013
Q4 | $1.9M | Buy |
67,791
+11,847
| +21% | +$332K | 0.51% | 43 |
|
|
2013
Q3 | $1.4M | Buy |
+55,944
| New | +$1.4M | 0.44% | 68 |
|