Carroll Financial Associates’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $622K | Buy |
11,867
+233
| +2% | +$12.2K | 0.03% | 232 |
|
|
2021
Q3 | $505K | Buy |
11,634
+17
| +0.1% | +$738 | 0.03% | 253 |
|
|
2021
Q2 | $491K | Buy |
11,617
+36
| +0.3% | +$1.52K | 0.03% | 259 |
|
|
2021
Q1 | $428K | Sell |
11,581
-411
| -3% | -$15.2K | 0.03% | 267 |
|
|
2020
Q4 | $353K | Buy |
11,992
+5,099
| +74% | +$150K | 0.02% | 275 |
|
|
2020
Q3 | $184K | Sell |
6,893
-55,143
| -89% | -$1.47M | 0.01% | 356 |
|
|
2020
Q2 | $1.62M | Buy |
62,036
+56,697
| +1,062% | +$1.48M | 0.14% | 100 |
|
|
2020
Q1 | $127K | Sell |
5,339
-454
| -8% | -$10.8K | 0.01% | 378 |
|
|
2019
Q4 | $184K | Buy |
5,793
+5,084
| +717% | +$161K | 0.01% | 377 |
|
|
2019
Q3 | $22K | Sell |
709
-827
| -54% | -$25.7K | ﹤0.01% | 799 |
|
|
2019
Q2 | $48K | Buy |
1,536
+832
| +118% | +$26K | ﹤0.01% | 626 |
|
|
2019
Q1 | $24K | Sell |
704
-30
| -4% | -$1.02K | ﹤0.01% | 704 |
|
|
2018
Q4 | $24K | Buy |
734
+4
| +0.5% | +$131 | ﹤0.01% | 626 |
|
|
2018
Q3 | $25K | Buy |
730
+148
| +25% | +$5.07K | ﹤0.01% | 649 |
|
|
2018
Q2 | $20K | Buy |
582
+437
| +301% | +$15K | ﹤0.01% | 674 |
|
|
2018
Q1 | $4K | Buy |
+145
| New | +$4K | ﹤0.01% | 1072 |
|