Beck Mack & Oliver’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,624
| Closed | -$356K | – | 193 |
|
|
2020
Q2 | $356K | Hold |
13,624
| – | – | 0.01% | 145 |
|
|
2020
Q1 | $324K | Hold |
13,624
| – | – | 0.01% | 150 |
|
|
2019
Q4 | $434K | Sell |
13,624
-500
| -4% | -$16.4K | 0.01% | 153 |
|
|
2019
Q3 | $457K | Hold |
14,124
| – | – | 0.02% | 150 |
|
|
2019
Q2 | $442K | Hold |
14,124
| – | – | 0.02% | 155 |
|
|
2019
Q1 | $501K | Hold |
14,124
| – | – | 0.02% | 156 |
|
|
2018
Q4 | $458K | Sell |
14,124
-719
| -5% | -$23.6K | 0.02% | 153 |
|
|
2018
Q3 | $512K | Hold |
14,843
| – | – | 0.02% | 157 |
|
|
2018
Q2 | $520K | Sell |
14,843
-500
| -3% | -$16.9K | 0.02% | 154 |
|
|
2018
Q1 | $504K | Buy |
15,343
+200
| +1% | +$6.74K | 0.02% | 151 |
|
|
2017
Q4 | $571K | Sell |
15,143
-800
| -5% | -$31.7K | 0.02% | 145 |
|
|
2017
Q3 | $620K | Sell |
15,943
-362
| -2% | -$13.5K | 0.02% | 144 |
|
|
2017
Q2 | $560K | Sell |
16,305
-339
| -2% | -$11.9K | 0.02% | 148 |
|
|
2017
Q1 | $594K | Hold |
16,644
| – | – | 0.02% | 141 |
|
|
2016
Q4 | $541K | Buy |
16,644
+40
| +0.2% | +$1.33K | 0.02% | 150 |
|
|
2016
Q3 | $623K | Sell |
16,604
-1
| -0% | -$39 | 0.02% | 151 |
|
|
2016
Q2 | $661K | Sell |
16,605
-51
| -0.3% | -$1.86K | 0.02% | 173 |
|
|
2016
Q1 | $565K | Sell |
16,656
-767
| -4% | -$22K | 0.02% | 181 |
|
|
2015
Q4 | $471K | Buy |
17,423
+40
| +0.2% | +$1.17K | 0.02% | 196 |
|
|
2015
Q3 | $539K | Sell |
17,383
-66
| -0.4% | -$1.97K | 0.02% | 214 |
|
|
2015
Q2 | $541K | Buy |
17,449
+32
| +0.2% | +$1.12K | 0.01% | 226 |
|
|
2015
Q1 | $635K | Sell |
17,417
-275
| -2% | -$10.6K | 0.02% | 210 |
|
|
2014
Q4 | $684K | Sell |
17,692
-10
| -0.1% | -$364 | 0.02% | 207 |
|
|
2014
Q3 | $578K | Sell |
17,702
-1,436
| -8% | -$46.6K | 0.01% | 225 |
|
|
2014
Q2 | $627K | Hold |
19,138
| – | – | 0.01% | 226 |
|
|
2014
Q1 | $488K | Hold |
19,138
| – | – | 0.01% | 237 |
|
|
2013
Q4 | $537K | Hold |
19,138
| – | – | 0.01% | 234 |
|
|
2013
Q3 | $478K | Sell |
19,138
-7,742
| -29% | -$197K | 0.01% | 233 |
|
|
2013
Q2 | $661K | Buy |
+26,880
| New | +$868K | 0.02% | 212 |
|
Other funds holding IRM
EIP
