Sugarloaf Wealth Management’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 | – | Hold |
0
| – | – | – | 699 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 695 |
|
|
2020
Q4 | – | Sell |
-536
| Closed | -$14K | – | 731 |
|
|
2020
Q3 | $14K | Hold |
536
| – | – | 0.01% | 412 |
|
|
2020
Q2 | $14K | Hold |
536
| – | – | 0.01% | 404 |
|
|
2020
Q1 | $13K | Hold |
536
| – | – | 0.01% | 399 |
|
|
2019
Q4 | $17K | Buy |
+536
| New | +$17K | 0.01% | 392 |
|