BP’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	–	Sell	-8,023	Closed	-$340K	–	264
2021 Q2	$340K	Sell	8,023 -3,519	-30%	-$149K	0.01%	510
2021 Q1	$427K	Sell	11,542 -15,258	-57%	-$564K	0.02%	514
2020 Q4	$790K	Hold	26,800	–	–	0.02%	392
2020 Q3	$718K	Sell	26,800 -2,200	-8%	-$58.9K	0.02%	471
2020 Q2	$757K	Hold	29,000	–	–	0.03%	464
2020 Q1	$690K	Hold	29,000	–	–	0.03%	432
2019 Q4	$924K	Hold	29,000	–	–	0.03%	440
2019 Q3	$939K	Buy	+29,000	New	+$939K	0.03%	442
2019 Q2	–	Sell	-66,000	Closed	-$2.34M	–	482
2019 Q1	$2.34M	Buy	66,000 +35,000	+113%	+$1.24M	0.09%	242
2018 Q4	$1M	Sell	31,000 -1,000	-3%	-$32.4K	0.04%	369
2018 Q3	$1.11M	Hold	32,000	–	–	0.03%	423
2018 Q2	$1.12M	Hold	32,000	–	–	0.04%	439
2018 Q1	$1.05M	Hold	32,000	–	–	0.04%	400
2017 Q4	$1.21M	Hold	32,000	–	–	0.04%	393
2017 Q3	$1.24M	Buy	+32,000	New	+$1.24M	0.04%	374
2017 Q2	–	Sell	-30,000	Closed	-$1.07M	–	405
2017 Q1	$1.07M	Hold	30,000	–	–	0.04%	369
2016 Q4	$974K	Sell	30,000 -103,000	-77%	-$3.34M	0.04%	410
2016 Q3	$4.99M	Sell	133,000 -67,000	-34%	-$2.51M	0.19%	145
2016 Q2	$7.96M	Hold	200,000	–	–	0.32%	96
2016 Q1	$6.78M	Hold	200,000	–	–	0.27%	117
2015 Q4	$5.4M	Hold	200,000	–	–	0.22%	137
2015 Q3	$6.2M	Hold	200,000	–	–	0.28%	114
2015 Q2	$6.2M	Sell	200,000 -150,000	-43%	-$4.65M	0.23%	143
2015 Q1	$12.8M	Sell	350,000 -48,280	-12%	-$1.76M	0.41%	73
2014 Q4	$15.4M	Buy	398,280 +90,280	+29%	+$3.49M	0.39%	64
2014 Q3	$10.1M	Buy	308,000 +37,500	+14%	+$1.22M	0.29%	89
2014 Q2	$8.86M	Buy	+270,500	New	+$8.86M	0.28%	95