Capital Square’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 | $336K | Buy |
3,427
+905
| +36% | +$88.7K | 0.18% | 128 |
|
2025
Q1 | $217K | Buy |
+2,522
| New | +$217K | 0.13% | 166 |
|
2021
Q2 | – | Sell |
-80,134
| Closed | -$3.02M | – | 153 |
|
2021
Q1 | $3.02M | Sell |
80,134
-7,656
| -9% | -$288K | 2.24% | 9 |
|
2020
Q4 | $2.59M | Buy |
87,790
+9,427
| +12% | +$278K | 2.17% | 10 |
|
2020
Q3 | $2.1M | Buy |
78,363
+3,665
| +5% | +$98.2K | 2.18% | 10 |
|
2020
Q2 | $1.95M | Buy |
74,698
+1,385
| +2% | +$36.1K | 2.08% | 10 |
|
2020
Q1 | $1.75M | Buy |
73,313
+8,648
| +13% | +$206K | 2.03% | 10 |
|
2019
Q4 | $2.06M | Buy |
+64,665
| New | +$2.06M | 1.96% | 14 |
|