E&G Advisors’s Iron Mountain IRM Stock Holding History

E&G Advisors’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$328K	Sell	3,200 -300	-9%	-$30.8K	0.09%	156
2025 Q1	$301K	Sell	3,500 -200	-5%	-$17.2K	0.09%	162
2024 Q4	$389K	Hold	3,700	–	–	0.11%	140
2024 Q3	$440K	Hold	3,700	–	–	0.12%	131
2024 Q2	$332K	Hold	3,700	–	–	0.1%	153
2024 Q1	$297K	Buy	3,700 +75	+2%	+$6.02K	0.09%	155
2023 Q4	$254K	Sell	3,625 -2,500	-41%	-$175K	0.09%	166
2023 Q3	$364K	Sell	6,125 -500	-8%	-$29.7K	0.13%	133
2023 Q2	$376K	Hold	6,625	–	–	0.13%	139
2023 Q1	$351K	Buy	6,625 +125	+2%	+$6.61K	0.13%	140
2022 Q4	$324K	Hold	6,500	–	–	0.12%	151
2022 Q3	$286K	Hold	6,500	–	–	0.11%	157
2022 Q2	$316K	Hold	6,500	–	–	0.11%	155
2022 Q1	$360K	Hold	6,500	–	–	0.1%	163
2021 Q4	$340K	Hold	6,500	–	–	0.08%	169
2021 Q3	$282K	Buy	+6,500	New	+$282K	0.08%	181
2021 Q2	–	Sell	-7,800	Closed	-$289K	–	181
2021 Q1	$289K	Hold	7,800	–	–	0.08%	172
2020 Q4	$230K	Hold	7,800	–	–	0.07%	180
2020 Q3	$209K	Sell	7,800 -2,500	-24%	-$67K	0.07%	175
2020 Q2	$269K	Sell	10,300 -2,442	-19%	-$63.8K	0.1%	153
2020 Q1	$303K	Sell	12,742 -585	-4%	-$13.9K	0.15%	122
2019 Q4	$425K	Buy	13,327 +14	+0.1%	+$446	0.16%	127
2019 Q3	$431K	Buy	13,313 +13	+0.1%	+$421	0.17%	118
2019 Q2	$416K	Buy	13,300 +300	+2%	+$9.38K	0.18%	119
2019 Q1	$461K	Sell	13,000 -4,500	-26%	-$160K	0.2%	111
2018 Q4	$567K	Hold	17,500	–	–	0.26%	107
2018 Q3	$604K	Buy	+17,500	New	+$604K	0.23%	113
2017 Q3	–	Sell	-7,500	Closed	-$258K	–	183
2017 Q2	$258K	Sell	7,500 -1,000	-12%	-$34.4K	0.12%	140
2017 Q1	$303K	Hold	8,500	–	–	0.16%	123
2016 Q4	$276K	Hold	8,500	–	–	0.16%	104
2016 Q3	$319K	Sell	8,500 -500	-6%	-$18.8K	0.19%	90
2016 Q2	$358K	Sell	9,000 -2,000	-18%	-$79.6K	0.22%	80
2016 Q1	$373K	Sell	11,000 -2,000	-15%	-$67.8K	0.24%	67
2015 Q4	$351K	Buy	+13,000	New	+$351K	0.21%	74