Kelly Financial Services’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 |
-36
| Closed | -$3.23K | – | 423 |
|
|
2024
Q2 | $3.23K | Hold |
36
| – | – | ﹤0.01% | 543 |
|
|
2024
Q1 | $2.89K | Hold |
36
| – | – | ﹤0.01% | 553 |
|
|
2023
Q4 | $2.52K | Hold |
36
| – | – | ﹤0.01% | 554 |
|
|
2023
Q3 | $2.14K | Hold |
36
| – | – | ﹤0.01% | 543 |
|
|
2023
Q2 | $2.05K | Hold |
36
| – | – | ﹤0.01% | 548 |
|
|
2023
Q1 | $1.91K | Hold |
36
| – | – | ﹤0.01% | 530 |
|
|
2022
Q4 | $1.8K | Hold |
36
| – | – | ﹤0.01% | 516 |
|
|
2022
Q3 | $1.58K | Hold |
36
| – | – | ﹤0.01% | 533 |
|
|
2022
Q2 | $1.75K | Hold |
36
| – | – | ﹤0.01% | 512 |
|
|
2022
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 519 |
|
|
2021
Q4 | $1.88K | Hold |
36
| – | – | ﹤0.01% | 545 |
|
|
2021
Q3 | $1.56K | Sell |
36
-1,488
| -98% | -$64.6K | ﹤0.01% | 543 |
|
|
2021
Q2 | $36K | Buy |
1,524
+1,488
| +4,133% | +$35.2K | ﹤0.01% | 495 |
|
|
2021
Q1 | $1.33K | Hold |
36
| – | – | ﹤0.01% | 535 |
|
|
2020
Q4 | $1.06K | Hold |
36
| – | – | ﹤0.01% | 511 |
|
|
2020
Q3 | $964 | Hold |
36
| – | – | ﹤0.01% | 492 |
|
|
2020
Q2 | $940 | Hold |
36
| – | – | ﹤0.01% | 504 |
|
|
2020
Q1 | $857 | Hold |
36
| – | – | ﹤0.01% | 478 |
|
|
2019
Q4 | $1.15K | Hold |
36
| – | – | ﹤0.01% | 469 |
|
|
2019
Q3 | $1.17K | Hold |
36
| – | – | ﹤0.01% | 449 |
|
|
2019
Q2 | $1.13K | Hold |
36
| – | – | ﹤0.01% | 418 |
|
|
2019
Q1 | $1.28K | Buy |
+36
| New | +$1.28K | ﹤0.01% | 409 |
|