TCI Wealth 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
Q2 | – | Sell |
-945
| Closed | -$50K | – | 1189 |
|
|
2023
Q1 | $50K | Hold |
945
| – | – | 0.01% | 433 |
|
|
2022
Q4 | $47.1K | Hold |
945
| – | – | 0.01% | 430 |
|
|
2022
Q3 | $42K | Hold |
945
| – | – | 0.01% | 415 |
|
|
2022
Q2 | $46K | Hold |
945
| – | – | 0.01% | 389 |
|
|
2022
Q1 | $52K | Buy |
945
+53
| +6% | +$2.92K | 0.01% | 402 |
|
|
2021
Q4 | $47K | Buy |
892
+8
| +0.9% | +$422 | 0.01% | 430 |
|
|
2021
Q3 | $38K | Buy |
884
+726
| +459% | +$31.2K | 0.01% | 476 |
|
|
2021
Q2 | $7K | Hold |
158
| – | – | ﹤0.01% | 1197 |
|
|
2021
Q1 | $6K | Hold |
158
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q4 | $5K | Sell |
158
-141
| -47% | -$4.46K | ﹤0.01% | 853 |
|
|
2020
Q3 | $8K | Buy |
+299
| New | +$8K | ﹤0.01% | 616 |
|
|
2020
Q2 | – | Sell |
-62
| Closed | -$1K | – | 1540 |
|
|
2020
Q1 | $1K | Buy |
62
+44
| +244% | +$710 | ﹤0.01% | 1253 |
|
|
2019
Q4 | $1K | Sell |
18
-127
| -88% | -$7.06K | ﹤0.01% | 1356 |
|
|
2019
Q3 | $5K | Buy |
+145
| New | +$5K | ﹤0.01% | 804 |
|
|
2019
Q2 | – | Sell |
-44
| Closed | -$2K | – | 1479 |
|
|
2019
Q1 | $2K | Sell |
44
-2
| -4% | -$91 | ﹤0.01% | 1032 |
|
|
2018
Q4 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 1227 |
|