XML Financial’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,791
| Closed | -$224K | – | 344 |
|
|
2024
Q1 | $224K | Sell |
2,791
-277
| -9% | -$22.2K | 0.02% | 310 |
|
|
2023
Q4 | $215K | Buy |
+3,068
| New | +$215K | 0.02% | 311 |
|
|
2023
Q3 | – | Sell |
-4,468
| Closed | -$254K | – | 326 |
|
|
2023
Q2 | $254K | Buy |
4,468
+41
| +0.9% | +$2.33K | 0.03% | 292 |
|
|
2023
Q1 | $234K | Buy |
4,427
+43
| +1% | +$2.28K | 0.03% | 295 |
|
|
2022
Q4 | $219K | Buy |
+4,384
| New | +$219K | 0.03% | 301 |
|
|
2022
Q3 | – | Sell |
-4,294
| Closed | -$209K | – | 321 |
|
|
2022
Q2 | $209K | Sell |
4,294
-169
| -4% | -$8.23K | 0.05% | 212 |
|
|
2022
Q1 | $247K | Sell |
4,463
-803
| -15% | -$44.4K | 0.03% | 286 |
|
|
2021
Q4 | $276K | Buy |
5,266
+57
| +1% | +$2.99K | 0.03% | 267 |
|
|
2021
Q3 | $226K | Buy |
5,209
+65
| +1% | +$2.82K | 0.03% | 278 |
|
|
2021
Q2 | $218K | Sell |
5,144
-1,865
| -27% | -$79K | 0.05% | 209 |
|
|
2021
Q1 | $259K | Buy |
7,009
+92
| +1% | +$3.4K | 0.06% | 178 |
|
|
2020
Q4 | $204K | Buy |
+6,917
| New | +$204K | 0.05% | 196 |
|
|
2020
Q3 | – | Sell |
-7,718
| Closed | -$201K | – | 199 |
|
|
2020
Q2 | $201K | Buy |
+7,718
| New | +$201K | 0.07% | 178 |
|