Wealthspire Advisors (New York)’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 |
-1,728
| Closed | -$205K | – | 815 |
|
|
2024
Q3 | $205K | Buy |
+1,728
| New | +$205K | ﹤0.01% | 705 |
|
|
2024
Q1 | – | Sell |
-4,925
| Closed | -$345K | – | 658 |
|
|
2023
Q4 | $345K | Buy |
4,925
+117
| +2% | +$8.19K | ﹤0.01% | 493 |
|
|
2023
Q3 | $286K | Buy |
+4,808
| New | +$286K | ﹤0.01% | 495 |
|
|
2022
Q1 | – | Sell |
-4,375
| Closed | -$229K | – | 491 |
|
|
2021
Q4 | $229K | Buy |
+4,375
| New | +$229K | 0.01% | 492 |
|
|
2019
Q1 | – | Sell |
-62
| Closed | -$2K | – | 414 |
|
|
2018
Q4 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 753 |
|