Edmond de Rothschild Holding’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,966
| Closed | -$266K | – | 648 |
|
|
2024
Q2 | $266K | Hold |
2,966
| – | – | ﹤0.01% | 402 |
|
|
2024
Q1 | $238K | Buy |
2,966
+1,193
| +67% | +$95.7K | ﹤0.01% | 410 |
|
|
2023
Q4 | $124K | Buy |
+1,773
| New | +$124K | ﹤0.01% | 475 |
|
|
2021
Q4 | – | Sell |
-1,435
| Closed | -$62K | – | 863 |
|
|
2021
Q3 | $62K | Sell |
1,435
-225
| -14% | -$9.72K | ﹤0.01% | 675 |
|
|
2021
Q2 | $70K | Hold |
1,660
| – | – | ﹤0.01% | 647 |
|
|
2021
Q1 | $62K | Buy |
+1,660
| New | +$62K | ﹤0.01% | 605 |
|
|
2020
Q4 | – | Sell |
-835
| Closed | -$22K | – | 654 |
|
|
2020
Q3 | $22K | Buy |
+835
| New | +$22K | ﹤0.01% | 556 |
|
|
2018
Q4 | – | Sell |
-1,500
| Closed | -$52K | – | 698 |
|
|
2018
Q3 | $52K | Hold |
1,500
| – | – | ﹤0.01% | 585 |
|
|
2018
Q2 | $53K | Buy |
1,500
+500
| +50% | +$17.7K | ﹤0.01% | 593 |
|
|
2018
Q1 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 648 |
|
|
2017
Q4 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 648 |
|
|
2017
Q3 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 667 |
|
|
2017
Q2 | $34K | Hold |
1,000
| – | – | ﹤0.01% | 675 |
|
|
2017
Q1 | $36K | Buy |
+1,000
| New | +$36K | ﹤0.01% | 667 |
|