Veritable’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,644
| Closed | -$548K | – | 399 |
|
|
2023
Q2 | $548K | Buy |
9,644
+1,243
| +15% | +$70.6K | 0.01% | 510 |
|
|
2023
Q1 | $444K | Buy |
8,401
+122
| +1% | +$6.46K | 0.01% | 573 |
|
|
2022
Q4 | $413K | Buy |
8,279
+1,173
| +17% | +$58.5K | 0.01% | 576 |
|
|
2022
Q3 | $312K | Buy |
7,106
+410
| +6% | +$18K | 0.01% | 616 |
|
|
2022
Q2 | $326K | Buy |
6,696
+387
| +6% | +$18.8K | 0.01% | 649 |
|
|
2022
Q1 | $350K | Buy |
6,309
+466
| +8% | +$25.9K | 0.01% | 658 |
|
|
2021
Q4 | $306K | Buy |
+5,843
| New | +$306K | ﹤0.01% | 706 |
|
|
2018
Q2 | – | Sell |
-10,272
| Closed | -$338K | – | 802 |
|
|
2018
Q1 | $338K | Buy |
10,272
+2,234
| +28% | +$73.5K | 0.01% | 593 |
|
|
2017
Q4 | $303K | Buy |
+8,038
| New | +$303K | 0.01% | 621 |
|
|
2015
Q2 | – | Sell |
-5,740
| Closed | -$209K | – | 808 |
|
|
2015
Q1 | $209K | Buy |
+5,740
| New | +$209K | ﹤0.01% | 870 |
|