RFWA
RPg Family Wealth Advisory’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-28,826
| Closed | -$3.45M | – | 78 |
|
|
2024
Q3 | $3.45M | Sell |
28,826
-10,687
| -27% | -$1.28M | 1.11% | 34 |
|
|
2024
Q2 | $3.57M | Sell |
39,513
-956
| -2% | -$86.3K | 1.17% | 31 |
|
|
2024
Q1 | $3.27M | Sell |
40,469
-5,829
| -13% | -$471K | 1.04% | 37 |
|
|
2023
Q4 | $3.27M | Buy |
+46,298
| New | +$3.27M | 1.21% | 30 |
|
|
2022
Q2 | – | Sell |
-310
| Closed | -$17.4K | – | 201 |
|
|
2022
Q1 | $17.4K | Hold |
310
| – | – | 0.01% | 221 |
|
|
2021
Q4 | $16.4K | Hold |
310
| – | – | 0.01% | 239 |
|
|
2021
Q3 | $13.7K | Hold |
310
| – | – | 0.01% | 259 |
|
|
2021
Q2 | $13.3K | Buy |
+310
| New | +$13.3K | 0.01% | 259 |
|
|
2019
Q4 | – | Sell |
-310
| Closed | -$10K | – | 289 |
|
|
2019
Q3 | $10K | Buy |
+310
| New | +$10K | 0.01% | 289 |
|