Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-600
| Closed | -$23K | – | 620 |
|
|
2016
Q3 | $23K | Sell |
600
-374
| -38% | -$14.3K | 0.01% | 569 |
|
|
2016
Q2 | $39K | Hold |
974
| – | – | 0.02% | 452 |
|
|
2016
Q1 | $33K | Hold |
974
| – | – | 0.01% | 446 |
|
|
2015
Q4 | $26K | Buy |
+974
| New | +$26K | 0.01% | 523 |
|
|
2015
Q2 | – | Sell |
-974
| Closed | -$35K | – | 1396 |
|
|
2015
Q1 | $35K | Buy |
+974
| New | +$35K | 0.01% | 450 |
|