Hudson Valley Investment Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,145
| Closed | -$486K | – | 181 |
|
|
2024
Q2 | $486K | Buy |
+7,145
| New | +$486K | 0.06% | 130 |
|
|
2024
Q1 | – | Sell |
-7,145
| Closed | -$486K | – | 181 |
|
|
2023
Q4 | $486K | Hold |
7,145
| – | – | 0.07% | 129 |
|
|
2023
Q3 | $425K | Hold |
7,145
| – | – | 0.06% | 138 |
|
|
2023
Q2 | $406K | Hold |
7,145
| – | – | 0.06% | 154 |
|
|
2023
Q1 | $378K | Hold |
7,145
| – | – | 0.05% | 171 |
|
|
2022
Q4 | $356K | Buy |
7,145
+745
| +12% | +$37.1K | 0.05% | 175 |
|
|
2022
Q3 | $281K | Hold |
6,400
| – | – | 0.05% | 181 |
|
|
2022
Q2 | $312K | Hold |
6,400
| – | – | 0.05% | 171 |
|
|
2022
Q1 | $355K | Hold |
6,400
| – | – | 0.05% | 171 |
|
|
2021
Q4 | $335K | Hold |
6,400
| – | – | 0.05% | 152 |
|
|
2021
Q3 | $278K | Hold |
6,400
| – | – | 0.05% | 159 |
|
|
2021
Q2 | $271K | Hold |
6,400
| – | – | 0.05% | 151 |
|
|
2021
Q1 | $237K | Buy |
+6,400
| New | +$237K | 0.04% | 153 |
|