Icon Wealth Partners’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-537
| Closed | -$19K | – | 467 |
|
2019
Q1 | $19K | Buy |
+537
| New | +$19K | 0.01% | 565 |
|
2018
Q3 | – | Sell |
-509
| Closed | -$18K | – | 494 |
|
2018
Q2 | $18K | Buy |
+509
| New | +$18K | 0.01% | 607 |
|
2018
Q1 | – | Sell |
-500
| Closed | -$19K | – | 493 |
|
2017
Q4 | $19K | Buy |
+500
| New | +$19K | 0.01% | 621 |
|