Schechter Investment Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,846
| Closed | -$299K | – | 662 |
|
|
2024
Q4 | $299K | Sell |
2,846
-67
| -2% | -$7.04K | 0.02% | 493 |
|
|
2024
Q3 | $346K | Sell |
2,913
-15
| -0.5% | -$1.78K | 0.03% | 463 |
|
|
2024
Q2 | $262K | Hold |
2,928
| – | – | 0.02% | 501 |
|
|
2024
Q1 | $235K | Buy |
+2,928
| New | +$235K | 0.02% | 544 |
|