Schubert & Co’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,407
| Closed | -$74.5K | – | 760 |
|
|
2023
Q1 | $74.5K | Buy |
1,407
+17
| +1% | +$900 | 0.07% | 58 |
|
|
2022
Q4 | $69.3K | Sell |
1,390
-376
| -21% | -$18.7K | 0.06% | 55 |
|
|
2022
Q3 | $78K | Buy |
1,766
+21
| +1% | +$928 | 0.07% | 53 |
|
|
2022
Q2 | $85K | Buy |
1,745
+19
| +1% | +$926 | 0.08% | 50 |
|
|
2022
Q1 | $96K | Buy |
1,726
+23
| +1% | +$1.28K | 0.11% | 38 |
|
|
2021
Q4 | $89K | Buy |
+1,703
| New | +$89K | 0.09% | 36 |
|