Principle Wealth Partners’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,350
| Closed | -$374K | – | 348 |
|
|
2023
Q4 | $374K | Sell |
5,350
-10
| -0.2% | -$700 | 0.03% | 246 |
|
|
2023
Q3 | $319K | Sell |
5,360
-885
| -14% | -$52.6K | 0.03% | 254 |
|
|
2023
Q2 | $355K | Hold |
6,245
| – | – | 0.04% | 241 |
|
|
2023
Q1 | $330K | Buy |
6,245
+195
| +3% | +$10.3K | 0.04% | 245 |
|
|
2022
Q4 | $302K | Hold |
6,050
| – | – | 0.03% | 247 |
|
|
2022
Q3 | $266 | Hold |
6,050
| – | – | 0.03% | 246 |
|
|
2022
Q2 | $295K | Sell |
6,050
-1,060
| -15% | -$51.7K | 0.04% | 250 |
|
|
2022
Q1 | $394K | Hold |
7,110
| – | – | 0.04% | 229 |
|
|
2021
Q4 | $372K | Hold |
7,110
| – | – | 0.04% | 239 |
|
|
2021
Q3 | $309K | Hold |
7,110
| – | – | 0.04% | 246 |
|
|
2021
Q2 | $301K | Buy |
+7,110
| New | +$301K | 0.03% | 255 |
|
|
2020
Q3 | – | Sell |
-5,820
| Closed | -$152K | – | 287 |
|
|
2020
Q2 | $152K | Buy |
+5,820
| New | +$152K | 0.04% | 169 |
|