Alethea Capital Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,884
| Closed | -$303K | – | 24 |
|
|
2024
Q4 | $303K | Buy |
+2,884
| New | +$303K | 0.26% | 24 |
|
|
2021
Q3 | – | Sell |
-24,456
| Closed | -$1.04M | – | 95 |
|
|
2021
Q2 | $1.04M | Buy |
+24,456
| New | +$1.04M | 0.65% | 10 |
|
|
2020
Q3 | – | Sell |
-18,641
| Closed | -$487K | – | 86 |
|
|
2020
Q2 | $487K | Sell |
18,641
-937
| -5% | -$24.5K | 0.28% | 42 |
|
|
2020
Q1 | $466K | Buy |
+19,578
| New | +$466K | 0.3% | 37 |
|
|
2019
Q3 | – | Sell |
-27,743
| Closed | -$868K | – | 92 |
|
|
2019
Q2 | $868K | Buy |
+27,743
| New | +$868K | 0.57% | 24 |
|
|
2016
Q4 | – | Sell |
-51,483
| Closed | -$1.93M | – | 78 |
|
|
2016
Q3 | $1.93M | Buy |
+51,483
| New | +$1.93M | 2.68% | 15 |
|
|
2015
Q3 | – | Sell |
-9,730
| Closed | -$302K | – | 69 |
|
|
2015
Q2 | $302K | Buy |
+9,730
| New | +$302K | 0.46% | 58 |
|