Laurel Wealth Advisors (California)’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $202K | Buy |
+4,056
| New | +$202K | 0.02% | 638 |
|
|
2022
Q2 | – | Sell |
-4,516
| Closed | -$250K | – | 698 |
|
|
2022
Q1 | $250K | Sell |
4,516
-139
| -3% | -$7.7K | 0.02% | 641 |
|
|
2021
Q4 | $244K | Buy |
4,655
+2
| +0% | +$105 | 0.02% | 689 |
|
|
2021
Q3 | $202K | Buy |
+4,653
| New | +$202K | 0.04% | 440 |
|
|
2021
Q2 | – | Sell |
-5,497
| Closed | -$203K | – | 508 |
|
|
2021
Q1 | $203K | Buy |
+5,497
| New | +$203K | 0.03% | 446 |
|