TrinityPoint 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
Q4 | $336K | Sell |
3,194
-44
| -1% | -$4.63K | 0.05% | 256 |
|
|
2024
Q3 | $385K | Buy |
3,238
+32
| +1% | +$3.8K | 0.06% | 241 |
|
|
2024
Q2 | $287K | Sell |
3,206
-1,105
| -26% | -$99K | 0.04% | 253 |
|
|
2024
Q1 | $346K | Buy |
4,311
+51
| +1% | +$4.09K | 0.06% | 231 |
|
|
2023
Q4 | $298K | Sell |
4,260
-119
| -3% | -$8.33K | 0.05% | 239 |
|
|
2023
Q3 | $260K | Buy |
4,379
+25
| +0.6% | +$1.49K | 0.05% | 240 |
|
|
2023
Q2 | $247K | Buy |
4,354
+168
| +4% | +$9.55K | 0.05% | 241 |
|
|
2023
Q1 | $221K | Buy |
4,186
+26
| +0.6% | +$1.38K | 0.05% | 250 |
|
|
2022
Q4 | $207K | Buy |
+4,160
| New | +$207K | 0.05% | 261 |
|
|
2022
Q3 | – | Sell |
-4,664
| Closed | -$227K | – | 288 |
|
|
2022
Q2 | $227K | Sell |
4,664
-739
| -14% | -$36K | 0.05% | 247 |
|
|
2022
Q1 | $299K | Buy |
5,403
+465
| +9% | +$25.7K | 0.05% | 244 |
|
|
2021
Q4 | $258K | Buy |
+4,938
| New | +$258K | 0.05% | 269 |
|