Transatlantique Private Wealth’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 |
-6,003
| Closed | -$420K | – | 213 |
|
|
2023
Q4 | $420K | Hold |
6,003
| – | – | 0.2% | 159 |
|
|
2023
Q3 | $357K | Sell |
6,003
-66
| -1% | -$3.92K | 0.19% | 157 |
|
|
2023
Q2 | $345K | Sell |
6,069
-8,303
| -58% | -$472K | 0.18% | 164 |
|
|
2023
Q1 | $760K | Sell |
14,372
-12
| -0.1% | -$635 | 0.42% | 79 |
|
|
2022
Q4 | $717K | Buy |
14,384
+142
| +1% | +$7.08K | 0.43% | 75 |
|
|
2022
Q3 | $626K | Buy |
14,242
+2,153
| +18% | +$94.6K | 0.42% | 77 |
|
|
2022
Q2 | $589K | Buy |
+12,089
| New | +$589K | 0.41% | 90 |
|