FAM
Formidable Asset Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,457
| Closed | -$481K | – | 304 |
|
|
2023
Q2 | $481K | Sell |
8,457
-7,215
| -46% | -$410K | 0.11% | 177 |
|
|
2023
Q1 | $829K | Sell |
15,672
-640
| -4% | -$33.9K | 0.18% | 101 |
|
|
2022
Q4 | $813K | Buy |
16,312
+3,108
| +24% | +$155K | 0.18% | 105 |
|
|
2022
Q3 | $582K | Buy |
13,204
+233
| +2% | +$10.3K | 0.14% | 133 |
|
|
2022
Q2 | $631K | Buy |
12,971
+5,418
| +72% | +$264K | 0.14% | 132 |
|
|
2022
Q1 | $419K | Buy |
+7,553
| New | +$419K | 0.08% | 204 |
|
|
2016
Q1 | – | Sell |
-75
| Closed | -$2K | – | 520 |
|
|
2015
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 520 |
|
|
2015
Q3 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 573 |
|