Heritage Wealth Management (Arizona)’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $11.5K | Buy |
230
+11
| +5% | +$548 | ﹤0.01% | 753 |
|
|
2022
Q3 | $10K | Hold |
219
| – | – | ﹤0.01% | 649 |
|
|
2022
Q2 | $10.7K | Buy |
219
+104
| +90% | +$5.06K | ﹤0.01% | 655 |
|
|
2022
Q1 | $6K | Buy |
+115
| New | +$6K | ﹤0.01% | 774 |
|
|
2021
Q3 | $5K | Hold |
115
| – | – | ﹤0.01% | 732 |
|
|
2021
Q2 | $5K | Hold |
115
| – | – | ﹤0.01% | 745 |
|
|
2021
Q1 | $4K | Buy |
+115
| New | +$4K | ﹤0.01% | 664 |
|