H&H Retirement Design & Management’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 |
-8,697
| Closed | -$1.06M | – | 77 |
|
|
2024
Q3 | $1.06M | Hold |
8,697
| – | – | 0.63% | 39 |
|
|
2024
Q2 | $871K | Hold |
8,697
| – | – | 0.54% | 43 |
|
|
2024
Q1 | $660K | Hold |
8,697
| – | – | 0.44% | 48 |
|
|
2023
Q4 | $596K | Hold |
8,697
| – | – | 0.38% | 37 |
|
|
2023
Q3 | $524K | Buy |
8,697
+87
| +1% | +$5.25K | 0.36% | 31 |
|
|
2023
Q2 | $509K | Buy |
8,610
+87
| +1% | +$5.14K | 0.34% | 34 |
|
|
2023
Q1 | $458K | Sell |
8,523
-1
| -0% | -$54 | 0.29% | 36 |
|
|
2022
Q4 | $449K | Buy |
8,524
+99
| +1% | +$5.21K | 0.38% | 48 |
|
|
2022
Q3 | $372K | Buy |
8,425
+101
| +1% | +$4.46K | 0.35% | 49 |
|
|
2022
Q2 | $406K | Buy |
8,324
+98
| +1% | +$4.78K | 0.3% | 51 |
|
|
2022
Q1 | $460K | Buy |
8,226
+85
| +1% | +$4.75K | 0.31% | 39 |
|
|
2021
Q4 | $370K | Sell |
8,141
-48
| -0.6% | -$2.18K | 0.23% | 53 |
|
|
2021
Q3 | $350K | Buy |
8,189
+107
| +1% | +$4.57K | 0.22% | 36 |
|
|
2021
Q2 | $355K | Buy |
8,082
+110
| +1% | +$4.83K | 0.22% | 36 |
|
|
2021
Q1 | $322K | Buy |
+7,972
| New | +$322K | 0.19% | 37 |
|
|
2020
Q3 | $214K | Buy |
7,990
+182
| +2% | +$4.88K | 0.17% | 38 |
|
|
2020
Q2 | $204K | Buy |
+7,808
| New | +$204K | 0.18% | 43 |
|