Ellis Investment Partners’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-116
| Closed | -$5K | – | 454 |
|
|
2022
Q3 | $5K | Hold |
116
| – | – | ﹤0.01% | 661 |
|
|
2022
Q2 | $5K | Hold |
116
| – | – | ﹤0.01% | 671 |
|
|
2022
Q1 | $6K | Hold |
116
| – | – | ﹤0.01% | 674 |
|
|
2021
Q4 | $6K | Buy |
+116
| New | +$6K | ﹤0.01% | 681 |
|
|
2020
Q3 | – | Sell |
-615
| Closed | -$16K | – | 737 |
|
|
2020
Q2 | $16K | Buy |
615
+212
| +53% | +$5.52K | 0.01% | 478 |
|
|
2020
Q1 | $8K | Hold |
403
| – | – | ﹤0.01% | 514 |
|
|
2019
Q4 | $12K | Buy |
+403
| New | +$12K | ﹤0.01% | 504 |
|