DCM 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
Q4 | – | Sell |
-6,144
| Closed | -$730K | – | 43 |
|
|
2024
Q3 | $730K | Sell |
6,144
-552
| -8% | -$65.6K | 0.37% | 38 |
|
|
2024
Q2 | $600K | Buy |
6,696
+16
| +0.2% | +$1.43K | 0.32% | 40 |
|
|
2024
Q1 | $536K | Buy |
6,680
+164
| +3% | +$13.2K | 0.22% | 49 |
|
|
2023
Q4 | $456K | Sell |
6,516
-268
| -4% | -$18.8K | 0.16% | 79 |
|
|
2023
Q3 | $403K | Buy |
6,784
+198
| +3% | +$11.8K | 0.18% | 62 |
|
|
2023
Q2 | $374K | Buy |
+6,586
| New | +$374K | 0.16% | 63 |
|
|
2022
Q1 | – | Sell |
-8,108
| Closed | -$424K | – | 202 |
|
|
2021
Q4 | $424K | Sell |
8,108
-3,855
| -32% | -$202K | 0.13% | 151 |
|
|
2021
Q3 | $520K | Sell |
11,963
-106
| -0.9% | -$4.61K | 0.2% | 134 |
|
|
2021
Q2 | $511K | Buy |
12,069
+3,340
| +38% | +$141K | 0.29% | 109 |
|
|
2021
Q1 | $323K | Sell |
8,729
-133
| -2% | -$4.92K | 0.19% | 148 |
|
|
2020
Q4 | $261K | Buy |
+8,862
| New | +$261K | 0.15% | 159 |
|