Veritable’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$548K Buy
2023
Q1
$444K Buy
2022
Q4
$413K Buy
2022
Q3
$312K Buy
2022
Q2
$326K Buy
2022
Q1
$350K Buy
2021
Q4
$306K Buy
2018
Q2
Sell
2018
Q1
$338K Buy
2017
Q4
$303K Buy
2015
Q2
Sell
2015
Q1
$209K Buy