Detalus Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,128
| Closed | -$321K | – | 122 |
|
|
2021
Q4 | $321K | Sell |
6,128
-933
| -13% | -$48.9K | 0.15% | 89 |
|
|
2021
Q3 | $307K | Sell |
7,061
-2,467
| -26% | -$107K | 0.16% | 89 |
|
|
2021
Q2 | $403K | Sell |
9,528
-11,506
| -55% | -$487K | 0.21% | 74 |
|
|
2021
Q1 | $778K | Sell |
21,034
-325
| -2% | -$12K | 0.46% | 40 |
|
|
2020
Q4 | $630K | Sell |
21,359
-215
| -1% | -$6.34K | 0.4% | 51 |
|
|
2020
Q3 | $578K | Buy |
21,574
+990
| +5% | +$26.5K | 0.42% | 47 |
|
|
2020
Q2 | $537K | Sell |
20,584
-665
| -3% | -$17.3K | 0.42% | 47 |
|
|
2020
Q1 | $506K | Buy |
21,249
+4,233
| +25% | +$101K | 0.47% | 44 |
|
|
2019
Q4 | $542K | Buy |
+17,016
| New | +$542K | 0.4% | 50 |
|