Lee Financial’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-565
| Closed | -$28K | – | 909 |
|
|
2022
Q2 | $28K | Buy |
565
+30
| +6% | +$1.49K | 0.01% | 296 |
|
|
2022
Q1 | $30K | Buy |
535
+35
| +7% | +$1.96K | 0.01% | 286 |
|
|
2021
Q4 | $26K | Sell |
500
-150
| -23% | -$7.8K | ﹤0.01% | 327 |
|
|
2021
Q3 | $28K | Buy |
650
+500
| +333% | +$21.5K | 0.01% | 291 |
|
|
2021
Q2 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 451 |
|