DoubleLine ETF Adviser’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 | $1.79M | Buy |
17,409
+220
| +1% | +$22.6K | 0.57% | 55 |
|
2025
Q1 | $1.48M | Sell |
17,189
-3,875
| -18% | -$333K | 0.49% | 61 |
|
2024
Q4 | $2.21M | Buy |
21,064
+114
| +0.5% | +$12K | 0.6% | 57 |
|
2024
Q3 | $2.49M | Buy |
+20,950
| New | +$2.49M | 0.61% | 45 |
|
2024
Q2 | – | Sell |
-22,428
| Closed | -$1.8M | – | 211 |
|
2024
Q1 | $1.8M | Buy |
22,428
+2,407
| +12% | +$193K | 0.46% | 59 |
|
2023
Q4 | $1.4M | Buy |
+20,021
| New | +$1.4M | 0.4% | 61 |
|
2023
Q2 | – | Sell |
-14,641
| Closed | -$775K | – | 207 |
|
2023
Q1 | $775K | Buy |
14,641
+1,733
| +13% | +$91.7K | 0.33% | 74 |
|
2022
Q4 | $643K | Buy |
+12,908
| New | +$643K | 0.33% | 80 |
|