Bartlett & Co’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $31K | Buy |
440
+370
| +529% | +$26.1K | ﹤0.01% | 786 |
|
2023
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 1018 |
|
2023
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 1011 |
|
2023
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 926 |
|
2022
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 946 |
|
2022
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 995 |
|
2022
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 1120 |
|
2022
Q1 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 937 |
|
2021
Q1 | – | Sell |
-546
| Closed | -$16K | – | 1111 |
|
2020
Q4 | $16K | Hold |
546
| – | – | ﹤0.01% | 688 |
|
2020
Q3 | $15K | Hold |
546
| – | – | ﹤0.01% | 645 |
|
2020
Q2 | $14K | Hold |
546
| – | – | ﹤0.01% | 647 |
|
2020
Q1 | $13K | Buy |
+546
| New | +$13K | ﹤0.01% | 627 |
|
2019
Q3 | $18K | Buy |
+546
| New | +$18K | ﹤0.01% | 667 |
|
2018
Q3 | – | Sell |
-188
| Closed | -$7K | – | 711 |
|
2018
Q2 | $7K | Buy |
+188
| New | +$7K | ﹤0.01% | 615 |
|