AAM
Aureus Asset Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,965
| Closed | -$295K | – | 207 |
|
|
2023
Q3 | $295K | Buy |
+4,965
| New | +$295K | 0.02% | 157 |
|
|
2018
Q3 | – | Sell |
-15,931
| Closed | -$558K | – | 193 |
|
|
2018
Q2 | $558K | Buy |
15,931
+3,518
| +28% | +$123K | 0.08% | 110 |
|
|
2018
Q1 | $408K | Buy |
12,413
+1,390
| +13% | +$45.7K | 0.06% | 116 |
|
|
2017
Q4 | $416K | Buy |
11,023
+2,180
| +25% | +$82.3K | 0.06% | 125 |
|
|
2017
Q3 | $344K | Buy |
8,843
+1,660
| +23% | +$64.6K | 0.05% | 134 |
|
|
2017
Q2 | $247K | Buy |
7,183
+710
| +11% | +$24.4K | 0.04% | 142 |
|
|
2017
Q1 | $226K | Buy |
6,473
+280
| +5% | +$9.78K | 0.04% | 161 |
|
|
2016
Q4 | $201K | Buy |
+6,193
| New | +$201K | 0.04% | 157 |
|