ALPS Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,258
| Closed | -$1.09M | – | 1057 |
|
|
2023
Q2 | $1.09M | Sell |
19,258
-4,025
| -17% | -$220K | 0.01% | 471 |
|
|
2023
Q1 | $1.23M | Buy |
23,283
+527
| +2% | +$27.6K | 0.01% | 406 |
|
|
2022
Q4 | $1.13M | Sell |
22,756
-14,427
| -39% | -$728K | 0.01% | 430 |
|
|
2022
Q3 | $1.64M | Sell |
37,183
-37
| -0.1% | -$1.87K | 0.02% | 349 |
|
|
2022
Q2 | $1.81M | Sell |
37,220
-2,741
| -7% | -$144K | 0.02% | 337 |
|
|
2022
Q1 | $2.21M | Buy |
39,961
+9,137
| +30% | +$435K | 0.02% | 193 |
|
|
2021
Q4 | $1.61M | Sell |
30,824
-2,594
| -8% | -$123K | 0.02% | 310 |
|
|
2021
Q3 | $1.45M | Hold |
33,418
| – | – | 0.01% | 352 |
|
|
2021
Q2 | $1.41M | Sell |
33,418
-1,734
| -5% | -$72.7K | 0.01% | 367 |
|
|
2021
Q1 | $1.3M | Sell |
35,152
-5,202
| -13% | -$174K | 0.01% | 370 |
|
|
2020
Q4 | $1.19M | Buy |
40,354
+21,198
| +111% | +$588K | 0.01% | 371 |
|
|
2020
Q3 | $513K | Sell |
19,156
-1,498
| -7% | -$42.6K | 0.01% | 432 |
|
|
2020
Q2 | $539K | Buy |
20,654
+3,171
| +18% | +$80.1K | 0.01% | 442 |
|
|
2020
Q1 | $416K | Sell |
17,483
-2,356
| -12% | -$71.3K | 0.01% | 458 |
|
|
2019
Q4 | $632K | Sell |
19,839
-785
| -4% | -$25.7K | ﹤0.01% | 478 |
|
|
2019
Q3 | $668K | Sell |
20,624
-1,111
| -5% | -$34.9K | 0.01% | 420 |
|
|
2019
Q2 | $680K | Sell |
21,735
-974
| -4% | -$31.9K | 0.01% | 466 |
|
|
2019
Q1 | $805K | Sell |
22,709
-1,551
| -6% | -$54.8K | 0.01% | 379 |
|
|
2018
Q4 | $786K | Sell |
24,260
-155
| -0.6% | -$5.08K | 0.01% | 357 |
|
|
2018
Q3 | $843K | Buy |
+24,415
| New | +$870K | 0.01% | 443 |
|
|
2018
Q2 | – | Sell |
-13,746
| Closed | -$452K | – | 948 |
|
|
2018
Q1 | $452K | Buy |
+13,746
| New | +$463K | ﹤0.01% | 706 |
|
|
2014
Q4 | – | Sell |
-485,334
| Closed | -$15.8M | – | 598 |
|
|
2014
Q3 | $15.8M | Sell |
485,334
-23,021
| -5% | -$746K | 0.12% | 82 |
|
|
2014
Q2 | $16.7M | Buy |
508,355
+71,475
| +16% | +$1.94M | 0.14% | 38 |
|
|
2014
Q1 | $11.1M | Buy |
436,880
+72,626
| +20% | +$1.86M | 0.11% | 92 |
|
|
2013
Q4 | $8.89M | Buy |
+364,254
| New | +$9.33M | 0.09% | 96 |
|
Other funds holding IRM
