NWM
NEIRG Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-61,174
| Closed | -$3.48M | – | 49 |
|
|
2023
Q2 | $3.48M | Sell |
61,174
-9,547
| -13% | -$542K | 0.64% | 43 |
|
|
2023
Q1 | $3.74M | Buy |
70,721
+3,294
| +5% | +$174K | 0.65% | 44 |
|
|
2022
Q4 | $3.36M | Buy |
67,427
+7,005
| +12% | +$349K | 0.63% | 49 |
|
|
2022
Q3 | $2.66M | Buy |
60,422
+9,596
| +19% | +$422K | 0.53% | 54 |
|
|
2022
Q2 | $2.48M | Buy |
50,826
+25,592
| +101% | +$1.25M | 0.54% | 58 |
|
|
2022
Q1 | $1.4M | Buy |
25,234
+13,508
| +115% | +$748K | 0.27% | 71 |
|
|
2021
Q4 | $614K | Buy |
+11,726
| New | +$614K | 0.12% | 75 |
|