YorkBridge Wealth Partners’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,820
| Closed | -$57K | – | 407 |
|
|
2019
Q2 | $57K | Hold |
1,820
| – | – | 0.03% | 357 |
|
|
2019
Q1 | $65K | Hold |
1,820
| – | – | 0.03% | 335 |
|
|
2018
Q4 | $59K | Hold |
1,820
| – | – | 0.03% | 314 |
|
|
2018
Q3 | $63K | Hold |
1,820
| – | – | 0.03% | 338 |
|
|
2018
Q2 | $64K | Hold |
1,820
| – | – | 0.03% | 340 |
|
|
2018
Q1 | $60K | Hold |
1,820
| – | – | 0.03% | 353 |
|
|
2017
Q4 | $60K | Hold |
1,820
| – | – | 0.03% | 353 |
|
|
2017
Q3 | $71K | Hold |
1,820
| – | – | 0.04% | 334 |
|
|
2017
Q2 | $63K | Buy |
+1,820
| New | +$63K | 0.03% | 341 |
|