Hall Private Wealth Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.15M | Sell |
137,107
-49,246
| -26% | -$2.93M | 5.48% | 7 |
|
|
2023
Q2 | $10.6M | Sell |
186,353
-13,089
| -7% | -$744K | 5.72% | 7 |
|
|
2023
Q1 | $10.6M | Sell |
199,442
-48,820
| -20% | -$2.58M | 5.5% | 5 |
|
|
2022
Q4 | $12.4M | Buy |
248,262
+1,719
| +0.7% | +$85.7K | 7.04% | 2 |
|
|
2022
Q3 | $10.8M | Buy |
246,543
+15,172
| +7% | +$667K | 6.24% | 3 |
|
|
2022
Q2 | $11.3M | Sell |
231,371
-42,815
| -16% | -$2.08M | 6.32% | 2 |
|
|
2022
Q1 | $15.2M | Buy |
274,186
+26,625
| +11% | +$1.48M | 8.11% | 1 |
|
|
2021
Q4 | $13M | Sell |
247,561
-12,637
| -5% | -$661K | 8.05% | 2 |
|
|
2021
Q3 | $11.3M | Sell |
260,198
-66,112
| -20% | -$2.87M | 7.21% | 3 |
|
|
2021
Q2 | $13.8M | Buy |
+326,310
| New | +$13.8M | 8.99% | 1 |
|
|
2020
Q4 | $8.72M | Buy |
+295,918
| New | +$8.72M | 7.19% | 4 |
|