TD Ameritrade Investment 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
Q3 | – | Sell |
-3,456
| Closed | -$196K | – | 233 |
|
|
2023
Q2 | $196K | Sell |
3,456
-469
| -12% | -$26.6K | ﹤0.01% | 167 |
|
|
2023
Q1 | $208K | Sell |
3,925
-1,274
| -25% | -$67.5K | ﹤0.01% | 175 |
|
|
2022
Q4 | $259K | Sell |
5,199
-1,734
| -25% | -$86.4K | ﹤0.01% | 177 |
|
|
2022
Q3 | $305K | Sell |
6,933
-1,671
| -19% | -$73.5K | ﹤0.01% | 176 |
|
|
2022
Q2 | $419K | Sell |
8,604
-2,575
| -23% | -$125K | ﹤0.01% | 169 |
|
|
2022
Q1 | $619K | Buy |
11,179
+746
| +7% | +$41.3K | ﹤0.01% | 166 |
|
|
2021
Q4 | $546K | Buy |
10,433
+10,123
| +3,265% | +$530K | ﹤0.01% | 171 |
|
|
2021
Q3 | $8K | Sell |
310
-9,224
| -97% | -$238K | ﹤0.01% | 468 |
|
|
2021
Q2 | $403K | Buy |
9,534
+545
| +6% | +$23K | ﹤0.01% | 183 |
|
|
2021
Q1 | $265K | Hold |
8,989
| – | – | ﹤0.01% | 200 |
|
|
2020
Q4 | $265K | Buy |
8,989
+8,679
| +2,800% | +$256K | ﹤0.01% | 200 |
|
|
2020
Q3 | $8K | Sell |
310
-138
| -31% | -$3.56K | ﹤0.01% | 468 |
|
|
2020
Q2 | $12K | Buy |
448
+36
| +9% | +$964 | ﹤0.01% | 414 |
|
|
2020
Q1 | $10K | Buy |
+412
| New | +$10K | ﹤0.01% | 416 |
|