WESPAC Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-36,993
| Closed | -$2.2M | – | 160 |
|
|
2023
Q3 | $2.2M | Buy |
36,993
+1,439
| +4% | +$85.5K | 1.65% | 10 |
|
|
2023
Q2 | $2.02M | Sell |
35,554
-1,913
| -5% | -$109K | 1.62% | 14 |
|
|
2023
Q1 | $1.98M | Buy |
+37,467
| New | +$1.98M | 1.87% | 14 |
|
|
2015
Q1 | – | Sell |
-49,951
| Closed | -$1.93M | – | 128 |
|
|
2014
Q4 | $1.93M | Buy |
+49,951
| New | +$1.93M | 1.35% | 27 |
|