Peak Financial Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-76,979
| Closed | -$4.03M | – | 95 |
|
|
2021
Q4 | $4.03M | Buy |
76,979
+1,696
| +2% | +$88.7K | 3.1% | 6 |
|
|
2021
Q3 | $3.27M | Buy |
75,283
+63,225
| +524% | +$2.75M | 2.88% | 8 |
|
|
2021
Q2 | $510K | Sell |
12,058
-1,378
| -10% | -$58.3K | 0.44% | 47 |
|
|
2021
Q1 | $497K | Buy |
+13,436
| New | +$497K | 0.42% | 48 |
|