FIM
Fernwood Investment Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-290
| Closed | -$23.3K | – | 433 |
|
|
2024
Q1 | $23.3K | Buy |
+290
| New | +$23.3K | 0.01% | 430 |
|
|
2021
Q2 | – | Sell |
-28,562
| Closed | -$1.06M | – | 202 |
|
|
2021
Q1 | $1.06M | Sell |
28,562
-28,363
| -50% | -$1.05M | 0.39% | 79 |
|
|
2020
Q4 | $1.68M | Buy |
56,925
+6,925
| +14% | +$204K | 0.66% | 45 |
|
|
2020
Q3 | $1.34M | Sell |
50,000
-9,150
| -15% | -$245K | 0.63% | 48 |
|
|
2020
Q2 | $1.54M | Buy |
59,150
+34,555
| +140% | +$902K | 0.76% | 38 |
|
|
2020
Q1 | $585K | Hold |
24,595
| – | – | 0.37% | 80 |
|
|
2019
Q4 | $784K | Sell |
24,595
-327
| -1% | -$10.4K | 0.38% | 66 |
|
|
2019
Q3 | $807K | Buy |
24,922
+1,216
| +5% | +$39.4K | 0.4% | 61 |
|
|
2019
Q2 | $742K | Sell |
23,706
-38,656
| -62% | -$1.21M | 0.41% | 62 |
|
|
2019
Q1 | $2.21M | Sell |
62,362
-3,532
| -5% | -$125K | 1.18% | 22 |
|
|
2018
Q4 | $2.14M | Sell |
65,894
-2,057
| -3% | -$66.7K | 1.38% | 18 |
|
|
2018
Q3 | $2.35M | Sell |
67,951
-643
| -0.9% | -$22.2K | 1.24% | 20 |
|
|
2018
Q2 | $2.4M | Buy |
68,594
+990
| +1% | +$34.7K | 1.3% | 17 |
|
|
2018
Q1 | $2.22M | Sell |
67,604
-5,104
| -7% | -$168K | 1.24% | 19 |
|
|
2017
Q4 | $2.74M | Sell |
72,708
-2,054
| -3% | -$77.5K | 1.47% | 14 |
|
|
2017
Q3 | $2.91M | Sell |
74,762
-668
| -0.9% | -$26K | 1.82% | 11 |
|
|
2017
Q2 | $2.59M | Buy |
75,430
+7,352
| +11% | +$253K | 1.88% | 11 |
|
|
2017
Q1 | $2.43M | Buy |
68,078
+479
| +0.7% | +$17.1K | 1.93% | 11 |
|
|
2016
Q4 | $2.2M | Sell |
67,599
-50
| -0.1% | -$1.62K | 2.1% | 10 |
|
|
2016
Q3 | $2.54M | Buy |
67,649
+1,408
| +2% | +$52.8K | 2.33% | 8 |
|
|
2016
Q2 | $2.64M | Sell |
66,241
-650
| -1% | -$25.9K | 2.58% | 7 |
|
|
2016
Q1 | $2.27M | Sell |
66,891
-85
| -0.1% | -$2.88K | 2.3% | 8 |
|
|
2015
Q4 | $1.81M | Sell |
66,976
-63
| -0.1% | -$1.7K | 1.55% | 16 |
|
|
2015
Q3 | $2.08M | Buy |
67,039
+633
| +1% | +$19.6K | 1.82% | 12 |
|
|
2015
Q2 | $2.06M | Sell |
66,406
-1,415
| -2% | -$43.9K | 1.62% | 16 |
|
|
2015
Q1 | $2.47M | Sell |
67,821
-467
| -0.7% | -$17K | 2.03% | 8 |
|
|
2014
Q4 | $2.64M | Buy |
68,288
+2,951
| +5% | +$114K | 2.25% | 8 |
|
|
2014
Q3 | $2.13M | Sell |
65,337
-4,009
| -6% | -$131K | 1.84% | 16 |
|
|
2014
Q2 | $2.46M | Sell |
69,346
-2,460
| -3% | -$87.2K | 2.03% | 12 |
|
|
2014
Q1 | $1.98M | Sell |
71,806
-12,632
| -15% | -$348K | 1.84% | 19 |
|
|
2013
Q4 | $2.56M | Buy |
+84,438
| New | +$2.56M | 1.7% | 18 |
|