Ropes Wealth Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-110
| Closed | -$4K | – | 519 |
|
|
2018
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 500 |
|
|
2018
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 510 |
|
|
2018
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 501 |
|
|
2017
Q4 | $4K | Sell |
110
-127
| -54% | -$4.62K | ﹤0.01% | 644 |
|
|
2017
Q3 | $9K | Hold |
237
| – | – | ﹤0.01% | 525 |
|
|
2017
Q2 | $8K | Buy |
237
+221
| +1,381% | +$7.46K | ﹤0.01% | 464 |
|
|
2017
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 504 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$2K | – | 500 |
|
|
2016
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 384 |
|