Planned Solutions’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 |
-107
| Closed | -$12.7K | – | 366 |
|
|
2024
Q3 | $12.7K | Buy |
+107
| New | +$12.7K | 0.01% | 421 |
|
|
2024
Q1 | – | Sell |
-107
| Closed | -$7.49K | – | 309 |
|
|
2023
Q4 | $7.49K | Buy |
+107
| New | +$7.49K | ﹤0.01% | 444 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$15K | – | 231 |
|
|
2020
Q4 | $15K | Buy |
+500
| New | +$15K | 0.01% | 300 |
|