LGA
Lebenthal Global Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,526
| Closed | -$419K | – | 200 |
|
|
2024
Q3 | $419K | Sell |
3,526
-30
| -0.8% | -$3.57K | 0.09% | 135 |
|
|
2024
Q2 | $319K | Sell |
3,556
-76
| -2% | -$6.81K | 0.07% | 147 |
|
|
2024
Q1 | $291K | Buy |
3,632
+94
| +3% | +$7.54K | 0.06% | 160 |
|
|
2023
Q4 | $248K | Buy |
+3,538
| New | +$248K | 0.06% | 171 |
|