Householder Group Estate & Retirement Specialist’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 |
-3,956
| Closed | -$470K | – | 861 |
|
|
2024
Q3 | $470K | Buy |
3,956
+96
| +2% | +$11.4K | 0.14% | 143 |
|
|
2024
Q2 | $345K | Sell |
3,860
-3
| -0.1% | -$268 | 0.1% | 174 |
|
|
2024
Q1 | $310K | Sell |
3,863
-1,047
| -21% | -$84K | 0.09% | 183 |
|
|
2023
Q4 | $343K | Buy |
4,910
+455
| +10% | +$31.8K | 0.11% | 167 |
|
|
2023
Q3 | $265K | Buy |
+4,455
| New | +$265K | 0.1% | 179 |
|
|
2023
Q1 | $7K | Buy |
+138
| New | +$7K | ﹤0.01% | 886 |
|