Wagner Wealth Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | – | – | 487 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$24K | – | 730 |
|
|
2022
Q2 | $24K | Buy |
+500
| New | +$24K | 0.02% | 299 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$26K | – | 431 |
|
|
2021
Q4 | $26K | Hold |
500
| – | – | 0.02% | 355 |
|
|
2021
Q3 | $23K | Hold |
500
| – | – | 0.02% | 355 |
|
|
2021
Q2 | $21K | Hold |
500
| – | – | 0.02% | 376 |
|
|
2021
Q1 | $19K | Buy |
+500
| New | +$19K | 0.01% | 370 |
|
|
2018
Q3 | $63K | Hold |
1,811
| – | – | 0.04% | 233 |
|
|
2018
Q2 | $63K | Buy |
+1,811
| New | +$63K | 0.05% | 216 |
|
|
2018
Q1 | – | Hold |
0
| – | -$5K | – | 712 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 519 |
|