WealthPLAN Partners’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,794
| Closed | -$213K | – | 252 |
|
|
2024
Q3 | $213K | Buy |
+1,794
| New | +$213K | 0.03% | 245 |
|
|
2023
Q3 | – | Sell |
-1,959
| Closed | -$111K | – | 709 |
|
|
2023
Q2 | $111K | Hold |
1,959
| – | – | 0.02% | 379 |
|
|
2023
Q1 | $104K | Buy |
+1,959
| New | +$104K | 0.01% | 418 |
|
|
2021
Q1 | – | Sell |
-9,184
| Closed | -$293K | – | 336 |
|
|
2020
Q4 | $293K | Hold |
9,184
| – | – | 0.02% | 271 |
|
|
2020
Q3 | $235K | Sell |
9,184
-449
| -5% | -$11.5K | 0.02% | 280 |
|
|
2020
Q2 | $283K | Hold |
9,633
| – | – | 0.03% | 251 |
|
|
2020
Q1 | $218K | Sell |
9,633
-1,050
| -10% | -$23.8K | 0.03% | 226 |
|
|
2019
Q4 | $340K | Buy |
10,683
+436
| +4% | +$13.9K | 0.04% | 186 |
|
|
2019
Q3 | $334K | Buy |
10,247
+3,207
| +46% | +$105K | 0.05% | 177 |
|
|
2019
Q2 | $218K | Buy |
+7,040
| New | +$218K | 0.03% | 217 |
|
|
2019
Q1 | – | Sell |
-6,103
| Closed | -$214K | – | 262 |
|
|
2018
Q4 | $214K | Buy |
+6,103
| New | +$214K | 0.03% | 236 |
|
|
2018
Q3 | – | Sell |
-6,548
| Closed | -$229K | – | 267 |
|
|
2018
Q2 | $229K | Hold |
6,548
| – | – | 0.05% | 226 |
|
|
2018
Q1 | $215K | Buy |
+6,548
| New | +$215K | 0.05% | 245 |
|
|
2017
Q4 | – | Sell |
-5,195
| Closed | -$202K | – | 227 |
|
|
2017
Q3 | $202K | Buy |
+5,195
| New | +$202K | 0.06% | 186 |
|
|
2016
Q3 | $184K | Sell |
5,195
-8,187
| -61% | -$290K | 0.06% | 155 |
|
|
2016
Q2 | $267K | Buy |
+13,382
| New | +$267K | 0.03% | 311 |
|