WR Wealth Planners’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 | $34.5K | Sell |
328
-10
| -3% | -$1.05K | 0.01% | 369 |
|
|
2024
Q3 | $40.2K | Buy |
338
+33
| +11% | +$3.92K | 0.01% | 366 |
|
|
2024
Q2 | $27.3K | Hold |
305
| – | – | 0.01% | 405 |
|
|
2024
Q1 | $24.5K | Buy |
+305
| New | +$24.5K | 0.01% | 422 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$17.8K | – | 518 |
|
|
2023
Q3 | $17.8K | Hold |
300
| – | – | 0.01% | 446 |
|
|
2023
Q2 | $17K | Hold |
300
| – | – | 0.01% | 461 |
|
|
2023
Q1 | $15.9K | Buy |
+300
| New | +$15.9K | 0.01% | 457 |
|