MPS Loria Financial Planners’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-262
| Closed | -$9K | – | 334 |
|
|
2021
Q1 | $9K | Sell |
262
-1
| -0.4% | -$34 | ﹤0.01% | 302 |
|
|
2020
Q4 | $8K | Buy |
263
+13
| +5% | +$395 | ﹤0.01% | 318 |
|
|
2020
Q3 | $7K | Hold |
250
| – | – | ﹤0.01% | 257 |
|
|
2020
Q2 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 266 |
|
|
2017
Q3 | – | Sell |
-250
| Closed | -$9K | – | 208 |
|
|
2017
Q2 | $9K | Buy |
+250
| New | +$9K | 0.01% | 300 |
|