Prossimo Advisors’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 |
-1,765
| Closed | -$210K | – | 139 |
|
2024
Q3 | $210K | Buy |
+1,765
| New | +$210K | 0.15% | 137 |
|
2024
Q1 | – | Sell |
-4,385
| Closed | -$307K | – | 63 |
|
2023
Q4 | $307K | Sell |
4,385
-180
| -4% | -$12.6K | 0.65% | 46 |
|
2023
Q3 | $271K | Hold |
4,565
| – | – | 0.64% | 48 |
|
2023
Q2 | $259K | Buy |
4,565
+490
| +12% | +$27.8K | 0.25% | 102 |
|
2023
Q1 | $216K | Buy |
+4,075
| New | +$216K | 0.53% | 53 |
|