Liberty Wealth Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,262
| Closed | -$269K | – | 233 |
|
|
2024
Q3 | $269K | Buy |
+2,262
| New | +$269K | 0.05% | 170 |
|
|
2021
Q4 | – | Sell |
-58
| Closed | -$2K | – | 627 |
|
|
2021
Q3 | $2K | Buy |
58
+30
| +107% | +$1.03K | ﹤0.01% | 1060 |
|
|
2021
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1003 |
|
|
2021
Q1 | $0 | Hold |
28
| – | – | ﹤0.01% | 994 |
|
|
2020
Q4 | $0 | Buy |
+28
| New | – | ﹤0.01% | 1016 |
|
|
2020
Q3 | – | Sell |
-40
| Closed | -$1K | – | 907 |
|
|
2020
Q2 | $1K | Buy |
40
+9
| +29% | +$225 | ﹤0.01% | 791 |
|
|
2020
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 808 |
|
|
2019
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 836 |
|
|
2019
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 798 |
|
|
2019
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 826 |
|
|
2019
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 679 |
|
|
2018
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 712 |
|