Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-123
| Closed | -$9K | – | 794 |
|
|
2023
Q4 | $9K | Buy |
123
+1
| +0.8% | +$73 | ﹤0.01% | 1024 |
|
|
2023
Q3 | $7K | Buy |
122
+1
| +0.8% | +$57 | ﹤0.01% | 1089 |
|
|
2023
Q2 | $7K | Buy |
121
+1
| +0.8% | +$58 | ﹤0.01% | 1121 |
|
|
2023
Q1 | $6K | Hold |
120
| – | – | ﹤0.01% | 1114 |
|
|
2022
Q4 | $6K | Buy |
120
+20
| +20% | +$1K | ﹤0.01% | 1014 |
|
|
2022
Q3 | $4K | Sell |
100
-879
| -90% | -$35.2K | ﹤0.01% | 1111 |
|
|
2022
Q2 | $48K | Buy |
979
+9
| +0.9% | +$441 | 0.01% | 464 |
|
|
2022
Q1 | $54K | Buy |
970
+12
| +1% | +$668 | 0.01% | 498 |
|
|
2021
Q4 | $50K | Buy |
958
+12
| +1% | +$626 | 0.01% | 521 |
|
|
2021
Q3 | $41K | Buy |
946
+112
| +13% | +$4.85K | 0.01% | 552 |
|
|
2021
Q2 | $35K | Buy |
834
+13
| +2% | +$546 | 0.01% | 625 |
|
|
2021
Q1 | $30K | Buy |
821
+18
| +2% | +$658 | 0.01% | 547 |
|
|
2020
Q4 | $24K | Buy |
+803
| New | +$24K | ﹤0.01% | 551 |
|