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