Independent Solutions Wealth Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,313
| Closed | -$316K | – | 185 |
|
|
2023
Q3 | $316K | Sell |
5,313
-436
| -8% | -$25.9K | 0.08% | 156 |
|
|
2023
Q2 | $327K | Hold |
5,749
| – | – | 0.08% | 160 |
|
|
2023
Q1 | $304K | Buy |
5,749
+2
| +0% | +$106 | 0.09% | 159 |
|
|
2022
Q4 | $286K | Buy |
5,747
+2
| +0% | +$100 | 0.09% | 170 |
|
|
2022
Q3 | $253K | Buy |
+5,745
| New | +$253K | 0.08% | 182 |
|