Advisor Group’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $5.08M | Buy |
159,246
+7,257
| +5% | +$231K | 0.04% | 416 |
|
2019
Q3 | $4.92M | Buy |
151,989
+18,651
| +14% | +$604K | 0.04% | 417 |
|
2019
Q2 | $4.18M | Buy |
133,338
+38,841
| +41% | +$1.22M | 0.03% | 462 |
|
2019
Q1 | $3.35M | Buy |
94,497
+4,555
| +5% | +$162K | 0.03% | 501 |
|
2018
Q4 | $2.91M | Buy |
89,942
+12,339
| +16% | +$400K | 0.03% | 487 |
|
2018
Q3 | $2.68M | Buy |
77,603
+20,173
| +35% | +$696K | 0.03% | 542 |
|
2018
Q2 | $2.01M | Buy |
57,430
+7,921
| +16% | +$277K | 0.03% | 547 |
|
2018
Q1 | $1.63M | Buy |
49,509
+8,752
| +21% | +$288K | 0.02% | 645 |
|
2017
Q4 | $1.54M | Buy |
40,757
+4,010
| +11% | +$151K | 0.02% | 667 |
|
2017
Q3 | $1.43M | Buy |
36,747
+21,723
| +145% | +$845K | 0.02% | 637 |
|
2017
Q2 | $517K | Buy |
15,024
+1,099
| +8% | +$37.8K | 0.01% | 1122 |
|
2017
Q1 | $496K | Buy |
13,925
+3,569
| +34% | +$127K | 0.01% | 1081 |
|
2016
Q4 | $337K | Buy |
10,356
+4,932
| +91% | +$160K | 0.01% | 1239 |
|
2016
Q3 | $204K | Buy |
5,424
+1,578
| +41% | +$59.4K | ﹤0.01% | 1506 |
|
2016
Q2 | $151K | Buy |
+3,846
| New | +$151K | ﹤0.01% | 1655 |
|