Coastline Trust’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 | $190K | Hold |
1,856
| – | – | 0.02% | 195 |
|
|
2025
Q1 | $160K | Buy |
1,856
+44
| +2% | +$3.79K | 0.02% | 207 |
|
|
2024
Q4 | $190K | Sell |
1,812
-3,335
| -65% | -$351K | 0.02% | 200 |
|
|
2024
Q3 | $612K | Sell |
5,147
-97
| -2% | -$11.5K | 0.07% | 151 |
|
|
2024
Q2 | $470K | Hold |
5,244
| – | – | 0.06% | 174 |
|
|
2024
Q1 | $421K | Sell |
5,244
-67
| -1% | -$5.37K | 0.05% | 191 |
|
|
2023
Q4 | $372K | Hold |
5,311
| – | – | 0.05% | 209 |
|
|
2023
Q3 | $316K | Sell |
5,311
-85
| -2% | -$5.05K | 0.05% | 217 |
|
|
2023
Q2 | $307K | Buy |
5,396
+200
| +4% | +$11.4K | 0.04% | 238 |
|
|
2023
Q1 | $275K | Hold |
5,196
| – | – | 0.04% | 259 |
|
|
2022
Q4 | $259K | Buy |
5,196
+200
| +4% | +$9.97K | 0.04% | 255 |
|
|
2022
Q3 | $220K | Buy |
+4,996
| New | +$220K | 0.04% | 290 |
|
|
2022
Q2 | – | Sell |
-3,821
| Closed | -$211K | – | 322 |
|
|
2022
Q1 | $211K | Buy |
+3,821
| New | +$211K | 0.03% | 316 |
|