Ahrens Investment Partners’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $782K | Sell |
14,782
-2,470
| -14% | -$131K | 0.39% | 52 |
|
2022
Q4 | $860K | Buy |
17,252
+1,941
| +13% | +$96.8K | 0.39% | 58 |
|
2022
Q3 | $673K | Sell |
15,311
-589
| -4% | -$25.9K | 0.35% | 58 |
|
2022
Q2 | $774K | Sell |
15,900
-493
| -3% | -$24K | 0.34% | 63 |
|
2022
Q1 | $908K | Buy |
16,393
+6,742
| +70% | +$373K | 0.29% | 70 |
|
2021
Q4 | $505K | Sell |
9,651
-2,499
| -21% | -$131K | 0.22% | 96 |
|
2021
Q3 | $528K | Sell |
12,150
-300
| -2% | -$13K | 0.25% | 100 |
|
2021
Q2 | $527K | Sell |
12,450
-2,600
| -17% | -$110K | 0.24% | 111 |
|
2021
Q1 | $557K | Buy |
15,050
+1,200
| +9% | +$44.4K | 0.28% | 98 |
|
2020
Q4 | $408K | Buy |
+13,850
| New | +$408K | 0.22% | 105 |
|
2019
Q3 | – | Sell |
-6,600
| Closed | -$207K | – | 169 |
|
2019
Q2 | $207K | Sell |
6,600
-5,300
| -45% | -$166K | 0.09% | 141 |
|
2019
Q1 | $422K | Sell |
11,900
-4,900
| -29% | -$174K | 0.19% | 80 |
|
2018
Q4 | $544K | Buy |
+16,800
| New | +$544K | 0.25% | 70 |
|