Soltis Investment Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,242
| Closed | -$241K | – | 270 |
|
|
2023
Q2 | $241K | Sell |
4,242
-31,268
| -88% | -$1.78M | 0.03% | 235 |
|
|
2023
Q1 | $1.88M | Buy |
35,510
+4,588
| +15% | +$243K | 0.24% | 112 |
|
|
2022
Q4 | $1.54M | Buy |
30,922
+5,846
| +23% | +$291K | 0.2% | 114 |
|
|
2022
Q3 | $1.1M | Buy |
25,076
+6,095
| +32% | +$268K | 0.17% | 121 |
|
|
2022
Q2 | $924K | Buy |
18,981
+4,919
| +35% | +$239K | 0.13% | 131 |
|
|
2022
Q1 | $779K | Sell |
14,062
-5,816
| -29% | -$322K | 0.11% | 139 |
|
|
2021
Q4 | $1.04M | Buy |
19,878
+1,706
| +9% | +$89.3K | 0.15% | 126 |
|
|
2021
Q3 | $790K | Buy |
18,172
+1,323
| +8% | +$57.5K | 0.12% | 132 |
|
|
2021
Q2 | $713K | Buy |
+16,849
| New | +$713K | 0.11% | 141 |
|