Advisor Partners’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $697K | Sell |
14,307
-138
| -1% | -$6.72K | 0.05% | 388 |
|
|
2022
Q1 | $800K | Buy |
14,445
+971
| +7% | +$53.8K | 0.05% | 366 |
|
|
2021
Q4 | $706K | Sell |
13,474
-1,616
| -11% | -$84.7K | 0.04% | 415 |
|
|
2021
Q3 | $656K | Sell |
15,090
-563
| -4% | -$24.5K | 0.04% | 406 |
|
|
2021
Q2 | $662K | Sell |
15,653
-136
| -0.9% | -$5.75K | 0.04% | 411 |
|
|
2021
Q1 | $584K | Sell |
15,789
-727
| -4% | -$26.9K | 0.04% | 439 |
|
|
2020
Q4 | $487K | Buy |
16,516
+5,072
| +44% | +$150K | 0.04% | 462 |
|
|
2020
Q3 | $307K | Buy |
11,444
+1,321
| +13% | +$35.4K | 0.03% | 515 |
|
|
2020
Q2 | $264K | Buy |
+10,123
| New | +$264K | 0.02% | 557 |
|
|
2019
Q2 | – | Sell |
-7,035
| Closed | -$249K | – | 661 |
|
|
2019
Q1 | $249K | Buy |
+7,035
| New | +$249K | 0.03% | 510 |
|