Transamerica Financial Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3
| Closed | -$1K | – | 308 |
|
|
2019
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 468 |
|
|
2019
Q1 | – | Sell |
-3
| Closed | -$1K | – | 273 |
|
|
2018
Q4 | $1K | Sell |
3
-7,043
| -100% | -$2.35M | ﹤0.01% | 436 |
|
|
2018
Q3 | $244K | Sell |
7,046
-59
| -0.8% | -$2.04K | 0.05% | 168 |
|
|
2018
Q2 | $249K | Buy |
+7,105
| New | +$249K | 0.06% | 169 |
|
|
2014
Q2 | – | Sell |
-242
| Closed | -$7K | – | 706 |
|
|
2014
Q1 | $7K | Hold |
242
| – | – | ﹤0.01% | 492 |
|
|
2013
Q4 | $7K | Hold |
242
| – | – | ﹤0.01% | 480 |
|
|
2013
Q3 | $7K | Hold |
242
| – | – | ﹤0.01% | 464 |
|
|
2013
Q2 | $6K | Buy |
+242
| New | +$6K | ﹤0.01% | 460 |
|