Aperio Group’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 | $5.95M | Sell |
201,820
-12,662
| -6% | -$373K | 0.02% | 753 |
|
|
2020
Q3 | $5.75M | Buy |
214,482
+20,404
| +11% | +$547K | 0.02% | 686 |
|
|
2020
Q2 | $5.07M | Sell |
194,078
-40,194
| -17% | -$1.05M | 0.02% | 729 |
|
|
2020
Q1 | $5.58M | Buy |
234,272
+83,596
| +55% | +$1.99M | 0.02% | 609 |
|
|
2019
Q4 | $4.8M | Buy |
150,676
+4,885
| +3% | +$156K | 0.02% | 749 |
|
|
2019
Q3 | $4.72M | Buy |
145,791
+29,775
| +26% | +$964K | 0.02% | 732 |
|
|
2019
Q2 | $3.63M | Sell |
116,016
-17,808
| -13% | -$557K | 0.01% | 832 |
|
|
2019
Q1 | $4.75M | Buy |
133,824
+20,966
| +19% | +$744K | 0.02% | 722 |
|
|
2018
Q4 | $3.66M | Buy |
112,858
+6,469
| +6% | +$210K | 0.02% | 758 |
|
|
2018
Q3 | $3.67M | Buy |
106,389
+4,460
| +4% | +$154K | 0.02% | 796 |
|
|
2018
Q2 | $3.57M | Buy |
101,929
+5,688
| +6% | +$199K | 0.02% | 786 |
|
|
2018
Q1 | $3.16M | Sell |
96,241
-1,690
| -2% | -$55.5K | 0.02% | 812 |
|
|
2017
Q4 | $3.7M | Buy |
97,931
+2,738
| +3% | +$103K | 0.02% | 754 |
|
|
2017
Q3 | $3.7M | Buy |
95,193
+13,778
| +17% | +$536K | 0.02% | 710 |
|
|
2017
Q2 | $2.8M | Buy |
81,415
+5,738
| +8% | +$197K | 0.02% | 778 |
|
|
2017
Q1 | $2.7M | Buy |
75,677
+8,036
| +12% | +$287K | 0.02% | 759 |
|
|
2016
Q4 | $2.2M | Buy |
67,641
+18,192
| +37% | +$591K | 0.02% | 786 |
|
|
2016
Q3 | $1.86M | Buy |
49,449
+6,189
| +14% | +$232K | 0.01% | 865 |
|
|
2016
Q2 | $1.72M | Buy |
43,260
+7,858
| +22% | +$313K | 0.01% | 869 |
|
|
2016
Q1 | $1.2M | Buy |
+35,402
| New | +$1.2M | 0.01% | 964 |
|
|
2015
Q1 | – | Sell |
-25,628
| Closed | -$991K | – | 1979 |
|
|
2014
Q4 | $991K | Buy |
25,628
+7,429
| +41% | +$287K | 0.01% | 911 |
|
|
2014
Q3 | $594K | Buy |
18,199
+937
| +5% | +$30.6K | 0.01% | 1051 |
|
|
2014
Q2 | $566K | Buy |
17,262
+538
| +3% | +$17.6K | 0.01% | 1072 |
|
|
2014
Q1 | $426K | Buy |
+16,724
| New | +$426K | 0.01% | 1410 |
|
|
2013
Q4 | – | Sell |
-9,136
| Closed | -$228K | – | 1413 |
|
|
2013
Q3 | $228K | Sell |
9,136
-119
| -1% | -$2.97K | ﹤0.01% | 1574 |
|
|
2013
Q2 | $228K | Buy |
+9,255
| New | +$228K | 0.01% | 1427 |
|