Anchor Capital Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9,270
| Closed | -$248K | – | 258 |
|
|
2020
Q3 | $248K | Hold |
9,270
| – | – | 0.01% | 240 |
|
|
2020
Q2 | $242K | Buy |
9,270
+350
| +4% | +$9.14K | 0.01% | 236 |
|
|
2020
Q1 | $212K | Buy |
8,920
+10
| +0.1% | +$238 | 0.01% | 232 |
|
|
2019
Q4 | $284K | Hold |
8,910
| – | – | 0.01% | 238 |
|
|
2019
Q3 | $289K | Buy |
8,910
+200
| +2% | +$6.49K | 0.01% | 238 |
|
|
2019
Q2 | $273K | Hold |
8,710
| – | – | 0.01% | 233 |
|
|
2019
Q1 | $309 | Buy |
8,710
+630
| +8% | +$22 | 0.01% | 224 |
|
|
2018
Q4 | $262K | Sell |
8,080
-590
| -7% | -$19.1K | 0.01% | 245 |
|
|
2018
Q3 | $299K | Buy |
+8,670
| New | +$299K | 0.01% | 245 |
|
|
2017
Q4 | – | Sell |
-11,610
| Closed | -$452K | – | 271 |
|
|
2017
Q3 | $452K | Hold |
11,610
| – | – | 0.02% | 203 |
|
|
2017
Q2 | $399K | Hold |
11,610
| – | – | 0.01% | 213 |
|
|
2017
Q1 | $414K | Buy |
11,610
+100
| +0.9% | +$3.57K | 0.01% | 217 |
|
|
2016
Q4 | $374K | Buy |
11,510
+4,690
| +69% | +$152K | 0.01% | 218 |
|
|
2016
Q3 | $256K | Hold |
6,820
| – | – | 0.01% | 256 |
|
|
2016
Q2 | $272K | Buy |
+6,820
| New | +$272K | 0.01% | 259 |
|