Stonebridge Capital 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
Q4 | – | Sell |
-363
| Closed | -$21.6K | – | 513 |
|
|
2023
Q3 | $21.6K | Hold |
363
| – | – | ﹤0.01% | 488 |
|
|
2023
Q2 | $20.6K | Buy |
363
+264
| +267% | +$15K | ﹤0.01% | 513 |
|
|
2023
Q1 | $5.23K | Buy |
99
+1
| +1% | +$53 | ﹤0.01% | 709 |
|
|
2022
Q4 | $4.87K | Buy |
98
+2
| +2% | +$99 | ﹤0.01% | 701 |
|
|
2022
Q3 | $4K | Buy |
96
+1
| +1% | +$42 | ﹤0.01% | 706 |
|
|
2022
Q2 | $5K | Buy |
+95
| New | +$5K | ﹤0.01% | 708 |
|
|
2021
Q3 | – | Sell |
-36
| Closed | -$2K | – | 1026 |
|
|
2021
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 939 |
|
|
2019
Q4 | – | Sell |
-34
| Closed | -$1K | – | 887 |
|
|
2019
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 793 |
|
|
2019
Q2 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 837 |
|