WKWM
Walter & Keenan Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,894
| Closed | -$256K | – | 161 |
|
|
2018
Q4 | $256K | Hold |
7,894
| – | – | 0.12% | 127 |
|
|
2018
Q3 | $273 | Sell |
7,894
-3,000
| -28% | -$104 | 0.08% | 135 |
|
|
2018
Q2 | $381K | Buy |
10,894
+4,650
| +74% | +$163K | 0.16% | 109 |
|
|
2018
Q1 | $205K | Buy |
+6,244
| New | +$205K | 0.09% | 166 |
|