SWA
Sutton Wealth Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $198K | Buy |
3,336
+42
| +1% | +$2.5K | 0.1% | 108 |
|
|
2023
Q2 | $187K | Hold |
3,294
| – | – | 0.09% | 114 |
|
|
2023
Q1 | $174K | Sell |
3,294
-13
| -0.4% | -$688 | 0.09% | 114 |
|
|
2022
Q4 | $165K | Hold |
3,307
| – | – | 0.06% | 192 |
|
|
2022
Q3 | $145K | Buy |
3,307
+1,711
| +107% | +$75.2K | 0.06% | 201 |
|
|
2022
Q2 | $77.7K | Buy |
1,596
+1,550
| +3,370% | +$75.5K | 0.03% | 277 |
|
|
2022
Q1 | $2.55K | Buy |
46
+13
| +39% | +$720 | ﹤0.01% | 1175 |
|
|
2021
Q4 | $1.73K | Hold |
33
| – | – | ﹤0.01% | 1224 |
|
|
2021
Q3 | $1.43K | Sell |
33
-5
| -13% | -$217 | ﹤0.01% | 1213 |
|
|
2021
Q2 | $1.61K | Hold |
38
| – | – | ﹤0.01% | 1188 |
|
|
2021
Q1 | $1.41K | Hold |
38
| – | – | ﹤0.01% | 1175 |
|
|
2020
Q4 | $1.12K | Buy |
38
+18
| +90% | +$531 | ﹤0.01% | 1170 |
|
|
2020
Q3 | $536 | Hold |
20
| – | – | ﹤0.01% | 1175 |
|
|
2020
Q2 | $522 | Sell |
20
-41
| -67% | -$1.07K | ﹤0.01% | 1159 |
|
|
2020
Q1 | $1.45K | Buy |
61
+20
| +49% | +$476 | ﹤0.01% | 1063 |
|
|
2019
Q4 | $1.31K | Hold |
41
| – | – | ﹤0.01% | 1096 |
|
|
2019
Q3 | $1.33K | Buy |
41
+25
| +156% | +$810 | ﹤0.01% | 1095 |
|
|
2019
Q2 | $501 | Sell |
16
-12
| -43% | -$376 | ﹤0.01% | 1140 |
|
|
2019
Q1 | $993 | Buy |
28
+12
| +75% | +$426 | ﹤0.01% | 1111 |
|
|
2018
Q4 | $519 | Hold |
16
| – | – | ﹤0.01% | 1088 |
|
|
2018
Q3 | $552 | Hold |
16
| – | – | ﹤0.01% | 1078 |
|
|
2018
Q2 | $560 | Hold |
16
| – | – | ﹤0.01% | 1089 |
|
|
2018
Q1 | $526 | Hold |
16
| – | – | ﹤0.01% | 1090 |
|
|
2017
Q4 | $604 | Hold |
16
| – | – | ﹤0.01% | 1035 |
|
|
2017
Q3 | $622 | Hold |
16
| – | – | ﹤0.01% | 1025 |
|
|
2017
Q2 | $550 | Hold |
16
| – | – | ﹤0.01% | 1034 |
|
|
2017
Q1 | $571 | Hold |
16
| – | – | ﹤0.01% | 1014 |
|
|
2016
Q4 | $520 | Hold |
16
| – | – | ﹤0.01% | 1012 |
|
|
2016
Q3 | $600 | Hold |
16
| – | – | ﹤0.01% | 992 |
|
|
2016
Q2 | $637 | Hold |
16
| – | – | ﹤0.01% | 956 |
|
|
2016
Q1 | $543 | Buy |
+16
| New | +$543 | ﹤0.01% | 962 |
|