Childress Capital Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,020
| Closed | -$1.04M | – | 227 |
|
|
2024
Q1 | $1.04M | Sell |
13,020
-2,598
| -17% | -$208K | 0.3% | 57 |
|
|
2023
Q4 | $1.09M | Sell |
15,618
-2,950
| -16% | -$206K | 0.33% | 51 |
|
|
2023
Q3 | $1.1M | Buy |
18,568
+668
| +4% | +$39.7K | 0.36% | 51 |
|
|
2023
Q2 | $1.02M | Hold |
17,900
| – | – | 0.43% | 37 |
|
|
2023
Q1 | $947K | Sell |
17,900
-13,888
| -44% | -$735K | 0.42% | 40 |
|
|
2022
Q4 | $1.58M | Buy |
31,788
+44
| +0.1% | +$2.19K | 0.53% | 30 |
|
|
2022
Q3 | $1.4M | Sell |
31,744
-2,000
| -6% | -$88K | 0.54% | 37 |
|
|
2022
Q2 | $1.64M | Buy |
33,744
+183
| +0.5% | +$8.91K | 0.65% | 28 |
|
|
2022
Q1 | $1.86M | Buy |
+33,561
| New | +$1.86M | 0.65% | 29 |
|