Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+2,088
| New | +$214K | 0.01% | 684 |
|
|
2021
Q2 | – | Sell |
-720
| Closed | -$27K | – | 1078 |
|
|
2021
Q1 | $27K | Buy |
720
+175
| +32% | +$6.56K | ﹤0.01% | 1009 |
|
|
2020
Q4 | $16K | Buy |
545
+500
| +1,111% | +$14.7K | ﹤0.01% | 1061 |
|
|
2020
Q3 | $1K | Sell |
45
-30
| -40% | -$667 | ﹤0.01% | 1436 |
|
|
2020
Q2 | $2K | Buy |
75
+30
| +67% | +$800 | ﹤0.01% | 1680 |
|
|
2020
Q1 | $1K | Sell |
45
-1,000
| -96% | -$22.2K | ﹤0.01% | 1608 |
|
|
2019
Q4 | $33K | Buy |
1,045
+1,000
| +2,222% | +$31.6K | ﹤0.01% | 774 |
|
|
2019
Q3 | $1K | Sell |
45
-1,017
| -96% | -$22.6K | ﹤0.01% | 1441 |
|
|
2019
Q2 | $33K | Buy |
1,062
+701
| +194% | +$21.8K | ﹤0.01% | 705 |
|
|
2019
Q1 | $13K | Buy |
361
+316
| +702% | +$11.4K | ﹤0.01% | 883 |
|
|
2018
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 1376 |
|
|
2018
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 1622 |
|
|
2018
Q2 | $2K | Hold |
45
| – | – | ﹤0.01% | 1341 |
|
|
2018
Q1 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1434 |
|