Camelot Portfolios’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-11,091
Closed -$297K 215
2020
Q3
$297K Sell
11,091
-3,137
-22% -$84K 0.19% 140
2020
Q2
$371K Sell
14,228
-3,670
-21% -$95.7K 0.24% 112
2020
Q1
$426K Sell
17,898
-943
-5% -$22.4K 0.24% 110
2019
Q4
$600K Buy
18,841
+80
+0.4% +$2.55K 0.25% 99
2019
Q3
$608K Buy
18,761
+284
+2% +$9.2K 0.29% 86
2019
Q2
$578K Sell
18,477
-493
-3% -$15.4K 0.24% 115
2019
Q1
$673K Sell
18,970
-9,702
-34% -$344K 0.28% 101
2018
Q4
$929K Buy
28,672
+1,412
+5% +$45.8K 0.43% 71
2018
Q3
$941K Buy
27,260
+2,039
+8% +$70.4K 0.42% 67
2018
Q2
$883K Buy
+25,221
New +$883K 0.38% 78