Keystone Wealth Services’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Hold |
3,127
| – | – | 0.08% | 223 |
|
|
2025
Q1 | $269K | Hold |
3,127
| – | – | 0.07% | 222 |
|
|
2024
Q4 | $329K | Buy |
3,127
+77
| +3% | +$8.09K | 0.09% | 195 |
|
|
2024
Q3 | $362K | Sell |
3,050
-208
| -6% | -$24.7K | 0.1% | 180 |
|
|
2024
Q2 | $292K | Hold |
3,258
| – | – | 0.09% | 184 |
|
|
2024
Q1 | $261K | Hold |
3,258
| – | – | 0.08% | 184 |
|
|
2023
Q4 | $228K | Buy |
+3,258
| New | +$228K | 0.08% | 195 |
|