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Halpern Financial’s Iron Mountain IRM Stock Holding History

Halpern Financial’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$86.4K Sell
724
-137
-16% -$16.4K 0.02% 74
2024
Q2 		$77.2K Sell
861
-351
-29% -$31.5K 0.02% 78
2024
Q1 		$96K Hold
1,212
– – 0.03% 68
2023
Q4 		$80.3K Buy
+1,212
New +$80.3K 0.02% 75