WBI Investments’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-103,173
| Closed | -$5.26M | – | 208 |
|
|
2021
Q4 | $5.26M | Sell |
103,173
-2,465
| -2% | -$126K | 0.84% | 21 |
|
|
2021
Q3 | $4.45M | Sell |
105,638
-4,661
| -4% | -$196K | 0.75% | 30 |
|
|
2021
Q2 | $4.67M | Sell |
110,299
-9,960
| -8% | -$422K | 0.72% | 30 |
|
|
2021
Q1 | $4.45M | Sell |
120,259
-41,354
| -26% | -$1.53M | 0.7% | 28 |
|
|
2020
Q4 | $4.76M | Buy |
+161,613
| New | +$4.76M | 0.72% | 28 |
|