Capstone Asset Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $684K | Sell |
19,901
-262
| -1% | -$9.01K | 0.02% | 740 |
|
|
2017
Q1 | $719K | Sell |
20,163
-90
| -0.4% | -$3.21K | 0.02% | 714 |
|
|
2016
Q4 | $658K | Buy |
20,253
+197
| +1% | +$6.4K | 0.02% | 766 |
|
|
2016
Q3 | $753K | Buy |
20,056
+2,355
| +13% | +$88.4K | 0.02% | 714 |
|
|
2016
Q2 | $705K | Buy |
17,701
+2,584
| +17% | +$103K | 0.02% | 727 |
|
|
2016
Q1 | $513K | Sell |
15,117
-440
| -3% | -$14.9K | 0.01% | 911 |
|
|
2015
Q4 | $420K | Buy |
15,557
+1,215
| +8% | +$32.8K | 0.01% | 1038 |
|
|
2015
Q3 | $445K | Buy |
14,342
+549
| +4% | +$17K | 0.01% | 991 |
|
|
2015
Q2 | $428K | Buy |
+13,793
| New | +$428K | 0.01% | 1066 |
|
|
2015
Q1 | – | Sell |
-12,673
| Closed | -$490K | – | 1655 |
|
|
2014
Q4 | $490K | Buy |
12,673
+1,812
| +17% | +$70.1K | 0.01% | 1063 |
|
|
2014
Q3 | $355K | Sell |
10,861
-717
| -6% | -$23.4K | 0.01% | 1243 |
|
|
2014
Q2 | $379K | Sell |
11,578
-2,897
| -20% | -$94.8K | 0.01% | 1239 |
|
|
2014
Q1 | $369K | Sell |
14,475
-2,528
| -15% | -$64.4K | 0.01% | 1279 |
|
|
2013
Q4 | $477K | Sell |
17,003
-12,543
| -42% | -$352K | 0.01% | 1165 |
|
|
2013
Q3 | $738K | Buy |
29,546
+87
| +0.3% | +$2.17K | 0.02% | 998 |
|
|
2013
Q2 | $724K | Buy |
+29,459
| New | +$724K | 0.02% | 926 |
|