Sutton Wealth Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $198K | Buy |
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|
2023
Q2 | $187K | Hold |
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|
2023
Q1 | $174K | Sell |
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|
2022
Q4 | $165K | Hold |
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|
2022
Q3 | $145K | Buy |
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|
2022
Q2 | $77.7K | Buy |
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|
2022
Q1 | $2.55K | Buy |
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|
2021
Q4 | $1.73K | Hold |
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|
2021
Q3 | $1.43K | Sell |
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|
2021
Q2 | $1.61K | Hold |
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|
2021
Q1 | $1.41K | Hold |
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|
2020
Q4 | $1.12K | Buy |
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|
2020
Q3 | $536 | Hold |
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|
2020
Q2 | $522 | Sell |
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|
2020
Q1 | $1.45K | Buy |
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|
2019
Q4 | $1.31K | Hold |
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|
2019
Q3 | $1.33K | Buy |
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|
2019
Q2 | $501 | Sell |
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|
2019
Q1 | $993 | Buy |
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|
2018
Q4 | $519 | Hold |
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|
2018
Q3 | $552 | Hold |
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|
2018
Q2 | $560 | Hold |
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|
2018
Q1 | $526 | Hold |
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|
2017
Q4 | $604 | Hold |
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|
2017
Q3 | $622 | Hold |
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|
2017
Q2 | $550 | Hold |
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|
2017
Q1 | $571 | Hold |
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|
2016
Q4 | $520 | Hold |
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|
2016
Q3 | $600 | Hold |
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|
2016
Q2 | $637 | Hold |
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|
2016
Q1 | $543 | Buy |
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