Wealthfront’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $596K | Sell |
17,277
-15
| -0.1% | -$517 | 0.01% | 354 |
|
|
2018
Q2 | $605K | Sell |
17,292
-3,785
| -18% | -$132K | 0.01% | 340 |
|
|
2018
Q1 | $693K | Buy |
21,077
+10,422
| +98% | +$343K | 0.01% | 332 |
|
|
2017
Q4 | $402K | Buy |
10,655
+2,096
| +24% | +$79.1K | ﹤0.01% | 391 |
|
|
2017
Q3 | $333K | Buy |
+8,559
| New | +$333K | ﹤0.01% | 400 |
|
|
2015
Q4 | – | Sell |
-3,513
| Closed | -$109K | – | 652 |
|
|
2015
Q3 | $109K | Buy |
3,513
+1,014
| +41% | +$31.5K | ﹤0.01% | 388 |
|
|
2015
Q2 | $77K | Sell |
2,499
-203
| -8% | -$6.26K | ﹤0.01% | 449 |
|
|
2015
Q1 | $99K | Sell |
2,702
-301
| -10% | -$11K | ﹤0.01% | 384 |
|
|
2014
Q4 | $116K | Buy |
3,003
+1,015
| +51% | +$39.2K | 0.01% | 335 |
|
|
2014
Q3 | $65K | Buy |
1,988
+35
| +2% | +$1.14K | ﹤0.01% | 359 |
|
|
2014
Q2 | $64K | Buy |
1,953
+1,461
| +297% | +$47.9K | 0.01% | 319 |
|
|
2014
Q1 | $13K | Buy |
+492
| New | +$13K | ﹤0.01% | 481 |
|