Cadence Capital Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,417
| Closed | -$228K | – | 435 |
|
|
2019
Q1 | $228K | Sell |
6,417
-647
| -9% | -$22.9K | 0.02% | 427 |
|
|
2018
Q4 | $229K | Sell |
7,064
-7,641
| -52% | -$251K | 0.02% | 419 |
|
|
2018
Q3 | $508K | Sell |
14,705
-1,329
| -8% | -$47.3K | 0.03% | 494 |
|
|
2018
Q2 | $561K | Sell |
16,034
-210
| -1% | -$7.09K | 0.03% | 491 |
|
|
2018
Q1 | $534K | Buy |
16,244
+1,426
| +10% | +$48.1K | 0.03% | 493 |
|
|
2017
Q4 | $559K | Sell |
14,818
-720
| -5% | -$28.6K | 0.04% | 475 |
|
|
2017
Q3 | $604K | Hold |
15,538
| – | – | 0.04% | 466 |
|
|
2017
Q2 | $534K | Sell |
15,538
-186
| -1% | -$6.51K | 0.04% | 500 |
|
|
2017
Q1 | $561K | Sell |
15,724
-2,160
| -12% | -$76.5K | 0.04% | 488 |
|
|
2016
Q4 | $581K | Sell |
17,884
-27,515
| -61% | -$915K | 0.04% | 482 |
|
|
2016
Q3 | $1.7M | Buy |
45,399
+33,356
| +277% | +$1.29M | 0.12% | 206 |
|
|
2016
Q2 | $480K | Sell |
12,043
-3,132
| -21% | -$114K | 0.04% | 455 |
|
|
2016
Q1 | $515K | Buy |
15,175
+1,607
| +12% | +$46.2K | 0.04% | 467 |
|
|
2015
Q4 | $366K | Sell |
13,568
-1,167
| -8% | -$34.2K | 0.02% | 519 |
|
|
2015
Q3 | $457K | Sell |
14,735
-3,178
| -18% | -$94.8K | 0.03% | 467 |
|
|
2015
Q2 | $555K | Buy |
17,913
+10,212
| +133% | +$358K | 0.03% | 519 |
|
|
2015
Q1 | $281K | Sell |
7,701
-3,856
| -33% | -$149K | 0.02% | 565 |
|
|
2014
Q4 | $447K | Sell |
11,557
-32,418
| -74% | -$1.18M | 0.03% | 516 |
|
|
2014
Q3 | $1.44M | Buy |
43,975
+3,874
| +10% | +$126K | 0.08% | 305 |
|
|
2014
Q2 | $1.31M | Sell |
40,101
-4,042
| -9% | -$110K | 0.06% | 359 |
|
|
2014
Q1 | $1.13M | Sell |
44,143
-8,688
| -16% | -$222K | 0.05% | 428 |
|
|
2013
Q4 | $1.48M | Sell |
52,831
-3,250
| -6% | -$83.3K | 0.06% | 349 |
|
|
2013
Q3 | $1.4M | Buy |
+56,081
| New | +$1.42M | 0.05% | 357 |
|
Other funds holding IRM
