M Holdings Securities’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,162
| Closed | -$1.09M | – | 199 |
|
|
2024
Q2 | $1.09M | Buy |
+12,162
| New | +$1.09M | 0.14% | 91 |
|
|
2023
Q2 | – | Sell |
-7,750
| Closed | -$410K | – | 281 |
|
|
2023
Q1 | $410K | Sell |
7,750
-90
| -1% | -$4.76K | 0.04% | 206 |
|
|
2022
Q4 | $391K | Buy |
7,840
+18
| +0.2% | +$898 | 0.04% | 296 |
|
|
2022
Q3 | $344K | Sell |
7,822
-85
| -1% | -$3.74K | 0.04% | 304 |
|
|
2022
Q2 | $385K | Sell |
7,907
-874
| -10% | -$42.6K | 0.04% | 289 |
|
|
2022
Q1 | $487K | Buy |
+8,781
| New | +$487K | 0.04% | 301 |
|
|
2021
Q2 | – | Sell |
-9,112
| Closed | -$337K | – | 344 |
|
|
2021
Q1 | $337K | Buy |
+9,112
| New | +$337K | 0.03% | 359 |
|