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 |
|