SteelPeak Wealth’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 |
-6,623
| Closed | -$355K | – | 422 |
|
|
2023
Q1 | $355K | Buy |
6,623
+1,150
| +21% | +$61.6K | 0.02% | 275 |
|
|
2022
Q4 | $276K | Buy |
+5,473
| New | +$276K | 0.02% | 316 |
|
|
2022
Q3 | – | Sell |
-6,599
| Closed | -$325K | – | 405 |
|
|
2022
Q2 | $325K | Sell |
6,599
-939
| -12% | -$46.2K | 0.02% | 307 |
|
|
2022
Q1 | $418K | Buy |
7,538
+1
| +0% | +$55 | 0.02% | 301 |
|
|
2021
Q4 | $394K | Buy |
7,537
+53
| +0.7% | +$2.77K | 0.02% | 286 |
|
|
2021
Q3 | $325K | Sell |
7,484
-362
| -5% | -$15.7K | 0.02% | 307 |
|
|
2021
Q2 | $332K | Sell |
7,846
-1,631
| -17% | -$69K | 0.02% | 314 |
|
|
2021
Q1 | $351K | Sell |
9,477
-19,148
| -67% | -$709K | 0.03% | 269 |
|
|
2020
Q4 | $844K | Buy |
28,625
+4,555
| +19% | +$134K | 0.08% | 171 |
|
|
2020
Q3 | $645K | Buy |
+24,070
| New | +$645K | 0.07% | 155 |
|
|
2020
Q2 | – | Sell |
-27,763
| Closed | -$661K | – | 261 |
|
|
2020
Q1 | $661K | Buy |
27,763
+640
| +2% | +$15.2K | 0.1% | 130 |
|
|
2019
Q4 | $864K | Buy |
+27,123
| New | +$864K | 0.12% | 145 |
|