Wealthspire Advisors (Maryland)’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-939
| Closed | -$33K | – | 1236 |
|
|
2019
Q1 | $33K | Buy |
939
+35
| +4% | +$1.23K | ﹤0.01% | 1065 |
|
|
2018
Q4 | $29K | Buy |
904
+279
| +45% | +$8.95K | ﹤0.01% | 1067 |
|
|
2018
Q3 | $22K | Buy |
625
+89
| +17% | +$3.13K | ﹤0.01% | 1270 |
|
|
2018
Q2 | $19K | Sell |
536
-251
| -32% | -$8.9K | ﹤0.01% | 1325 |
|
|
2018
Q1 | $26K | Sell |
787
-81
| -9% | -$2.68K | ﹤0.01% | 1208 |
|
|
2017
Q4 | $33K | Buy |
868
+173
| +25% | +$6.58K | ﹤0.01% | 1159 |
|
|
2017
Q3 | $27K | Buy |
695
+25
| +4% | +$971 | ﹤0.01% | 1194 |
|
|
2017
Q2 | $23K | Buy |
670
+117
| +21% | +$4.02K | ﹤0.01% | 1215 |
|
|
2017
Q1 | $20K | Buy |
553
+269
| +95% | +$9.73K | ﹤0.01% | 1080 |
|
|
2016
Q4 | $9K | Buy |
284
+16
| +6% | +$507 | ﹤0.01% | 1254 |
|
|
2016
Q3 | $10K | Hold |
268
| – | – | ﹤0.01% | 1248 |
|
|
2016
Q2 | $11K | Hold |
268
| – | – | ﹤0.01% | 1184 |
|
|
2016
Q1 | $9K | Buy |
268
+144
| +116% | +$4.84K | ﹤0.01% | 1208 |
|
|
2015
Q4 | $3K | Buy |
+124
| New | +$3K | ﹤0.01% | 1462 |
|