AFA
Abacus FCF Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21,953
| Closed | -$1.16M | – | 144 |
|
|
2023
Q1 | $1.16M | Buy |
21,953
+2,860
| +15% | +$151K | 0.62% | 55 |
|
|
2022
Q4 | $952K | Sell |
19,093
-429
| -2% | -$21.4K | 0.62% | 62 |
|
|
2022
Q3 | $858K | Sell |
19,522
-7,293
| -27% | -$321K | 0.59% | 68 |
|
|
2022
Q2 | $1.31M | Sell |
26,815
-1,098
| -4% | -$53.5K | 0.8% | 41 |
|
|
2022
Q1 | $1.55M | Buy |
27,913
+727
| +3% | +$40.3K | 0.52% | 71 |
|
|
2021
Q4 | $1.42M | Hold |
27,186
| – | – | 0.7% | 58 |
|
|
2021
Q3 | $1.2M | Buy |
27,186
+6,318
| +30% | +$280K | 0.58% | 78 |
|
|
2021
Q2 | $900K | Buy |
20,868
+3,990
| +24% | +$172K | 0.46% | 108 |
|
|
2021
Q1 | $629K | Buy |
+16,878
| New | +$629K | 0.32% | 117 |
|