Berman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $17K | Buy |
402
+66
| +20% | +$2.79K | ﹤0.01% | 1033 |
|
|
2021
Q2 | $14K | Buy |
336
+132
| +65% | +$5.5K | ﹤0.01% | 1025 |
|
|
2021
Q1 | $7K | Buy |
204
+17
| +9% | +$583 | ﹤0.01% | 1158 |
|
|
2020
Q4 | $5K | Buy |
187
+133
| +246% | +$3.56K | ﹤0.01% | 1148 |
|
|
2020
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 1461 |
|
|
2020
Q2 | $1K | Buy |
54
+19
| +54% | +$352 | ﹤0.01% | 1442 |
|
|
2020
Q1 | $0 | Sell |
35
-540
| -94% | – | ﹤0.01% | 1566 |
|
|
2019
Q4 | $18K | Hold |
575
| – | – | 0.01% | 565 |
|
|
2019
Q3 | $18K | Buy |
575
+399
| +227% | +$12.5K | 0.01% | 539 |
|
|
2019
Q2 | $5K | Hold |
176
| – | – | ﹤0.01% | 954 |
|
|
2019
Q1 | $6K | Hold |
176
| – | – | ﹤0.01% | 818 |
|
|
2018
Q4 | $5K | Buy |
+176
| New | +$5K | ﹤0.01% | 689 |
|