Ferris Capital’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-159
| Closed | -$6K | – | 386 |
|
|
2019
Q1 | $6K | Hold |
159
| – | – | ﹤0.01% | 519 |
|
|
2018
Q4 | $5K | Hold |
159
| – | – | ﹤0.01% | 521 |
|
|
2018
Q3 | $5K | Sell |
159
-107
| -40% | -$3.37K | ﹤0.01% | 555 |
|
|
2018
Q2 | $9K | Sell |
266
-12,152
| -98% | -$411K | ﹤0.01% | 491 |
|
|
2018
Q1 | $408K | Sell |
12,418
-5,885
| -32% | -$193K | 0.16% | 117 |
|
|
2017
Q4 | $691K | Hold |
18,303
| – | – | 0.25% | 91 |
|
|
2017
Q3 | $712K | Sell |
18,303
-144
| -0.8% | -$5.6K | 0.35% | 66 |
|
|
2017
Q2 | $634K | Buy |
+18,447
| New | +$634K | 0.3% | 71 |
|