Capital Advisors Inc’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-260,889
| Closed | -$9.01M | – | 184 |
|
|
2018
Q3 | $9.01M | Sell |
260,889
-8,673
| -3% | -$299K | 0.54% | 64 |
|
|
2018
Q2 | $9.44M | Sell |
269,562
-1,957
| -0.7% | -$68.5K | 0.57% | 57 |
|
|
2018
Q1 | $8.92M | Sell |
271,519
-7,701
| -3% | -$253K | 0.54% | 61 |
|
|
2017
Q4 | $10.5M | Buy |
279,220
+6,840
| +3% | +$258K | 0.62% | 57 |
|
|
2017
Q3 | $10.6M | Buy |
+272,380
| New | +$10.6M | 0.65% | 56 |
|
|
2017
Q1 | – | Sell |
-33,554
| Closed | -$660K | – | 197 |
|
|
2016
Q4 | $660K | Buy |
+33,554
| New | +$660K | 0.05% | 126 |
|