WealthSource Partners’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,071
| Closed | -$231K | – | 501 |
|
|
2023
Q2 | $231K | Buy |
4,071
+205
| +5% | +$11.6K | 0.02% | 456 |
|
|
2023
Q1 | $205K | Buy |
+3,866
| New | +$205K | 0.01% | 470 |
|
|
2022
Q1 | – | Sell |
-3,991
| Closed | -$209K | – | 593 |
|
|
2021
Q4 | $209K | Buy |
+3,991
| New | +$209K | 0.02% | 515 |
|
|
2021
Q3 | – | Sell |
-5,005
| Closed | -$212K | – | 516 |
|
|
2021
Q2 | $212K | Buy |
+5,005
| New | +$212K | 0.02% | 437 |
|