RIS
Retirement Income Solutions’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Hold |
3,350
| – | – | 0.06% | 111 |
|
|
2025
Q1 | $288K | Hold |
3,350
| – | – | 0.06% | 112 |
|
|
2024
Q4 | $352K | Hold |
3,350
| – | – | 0.07% | 97 |
|
|
2024
Q3 | $398K | Hold |
3,350
| – | – | 0.09% | 83 |
|
|
2024
Q2 | $300K | Hold |
3,350
| – | – | 0.07% | 103 |
|
|
2024
Q1 | $269K | Hold |
3,350
| – | – | 0.06% | 118 |
|
|
2023
Q4 | $234K | Sell |
3,350
-650
| -16% | -$45.5K | 0.06% | 123 |
|
|
2023
Q3 | $238K | Hold |
4,000
| – | – | 0.07% | 112 |
|
|
2023
Q2 | $227K | Hold |
4,000
| – | – | 0.06% | 123 |
|
|
2023
Q1 | $212K | Buy |
+4,000
| New | +$212K | 0.06% | 127 |
|