Capital Advisors Ltd’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Sell |
10
-1
| -9% | -$100 | ﹤0.01% | 1205 |
|
|
2025
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 1199 |
|
|
2024
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1225 |
|
|
2024
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1223 |
|
|
2024
Q2 | $1K | Sell |
11
-4
| -27% | -$364 | ﹤0.01% | 1215 |
|
|
2024
Q1 | $1K | Buy |
15
+11
| +275% | +$733 | ﹤0.01% | 1200 |
|
|
2023
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1385 |
|
|
2023
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1374 |
|
|
2023
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1417 |
|
|
2023
Q1 | $0 | Sell |
4
-16
| -80% | – | ﹤0.01% | 1372 |
|
|
2022
Q4 | $1K | Sell |
20
-70
| -78% | -$3.5K | ﹤0.01% | 1021 |
|
|
2022
Q3 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 683 |
|
|
2022
Q1 | – | Sell |
-11
| Closed | -$1K | – | 1058 |
|
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 689 |
|