WAM
Wakefield Asset Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-46,625
| Closed | -$5.54M | – | 159 |
|
|
2024
Q3 | $5.54M | Buy |
46,625
+69
| +0.1% | +$8.2K | 1.8% | 7 |
|
|
2024
Q2 | $4.17M | Sell |
46,556
-403
| -0.9% | -$36.1K | 1.46% | 9 |
|
|
2024
Q1 | $3.77M | Buy |
+46,959
| New | +$3.77M | 1.3% | 22 |
|
|
2022
Q4 | – | Sell |
-6,560
| Closed | -$288K | – | 165 |
|
|
2022
Q3 | $288K | Sell |
6,560
-578
| -8% | -$25.4K | 0.13% | 145 |
|
|
2022
Q2 | $348K | Buy |
7,138
+225
| +3% | +$11K | 0.15% | 136 |
|
|
2022
Q1 | $383K | Buy |
+6,913
| New | +$383K | 0.14% | 143 |
|