Alpha Cubed Investments’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 | – | Sell |
-11,210
| Closed | -$621K | – | 327 |
|
|
2022
Q1 | $621K | Hold |
11,210
| – | – | 0.04% | 174 |
|
|
2021
Q4 | $587K | Hold |
11,210
| – | – | 0.04% | 161 |
|
|
2021
Q3 | $487K | Buy |
11,210
+42
| +0.4% | +$1.83K | 0.04% | 169 |
|
|
2021
Q2 | $473K | Hold |
11,168
| – | – | 0.03% | 166 |
|
|
2021
Q1 | $413K | Hold |
11,168
| – | – | 0.03% | 174 |
|
|
2020
Q4 | $329K | Hold |
11,168
| – | – | 0.03% | 191 |
|
|
2020
Q3 | $299K | Sell |
11,168
-1,300
| -10% | -$34.8K | 0.03% | 175 |
|
|
2020
Q2 | $325K | Sell |
12,468
-320
| -3% | -$8.34K | 0.04% | 158 |
|
|
2020
Q1 | $304K | Buy |
12,788
+1,300
| +11% | +$30.9K | 0.04% | 157 |
|
|
2019
Q4 | $366K | Buy |
11,488
+88
| +0.8% | +$2.8K | 0.04% | 172 |
|
|
2019
Q3 | $369K | Hold |
11,400
| – | – | 0.04% | 163 |
|
|
2019
Q2 | $357K | Buy |
+11,400
| New | +$357K | 0.04% | 163 |
|
|
2014
Q3 | – | Sell |
-10,197
| Closed | -$334K | – | 167 |
|
|
2014
Q2 | $334K | Sell |
10,197
-368
| -3% | -$12.1K | 0.15% | 140 |
|
|
2014
Q1 | $269K | Sell |
10,565
-1,110
| -10% | -$28.3K | 0.14% | 146 |
|
|
2013
Q4 | $327K | Buy |
+11,675
| New | +$327K | 0.12% | 168 |
|