FormulaFolio Investments’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $4K | Hold |
89
| – | – | ﹤0.01% | 366 |
|
|
2021
Q1 | $4K | Sell |
89
-84,061
| -100% | -$3.78M | ﹤0.01% | 356 |
|
|
2020
Q4 | $2.48M | Buy |
84,150
+65,562
| +353% | +$1.93M | 0.05% | 225 |
|
|
2020
Q3 | $498K | Sell |
18,588
-1,783
| -9% | -$47.8K | 0.02% | 203 |
|
|
2020
Q2 | $532K | Sell |
20,371
-3,299
| -14% | -$86.2K | 0.02% | 183 |
|
|
2020
Q1 | $563K | Sell |
23,670
-4,104
| -15% | -$97.6K | 0.03% | 164 |
|
|
2019
Q4 | $885K | Buy |
27,774
+343
| +1% | +$10.9K | 0.03% | 188 |
|
|
2019
Q3 | $889K | Buy |
27,431
+6,416
| +31% | +$208K | 0.03% | 170 |
|
|
2019
Q2 | $658K | Buy |
21,015
+8,709
| +71% | +$273K | 0.03% | 178 |
|
|
2019
Q1 | $436K | Buy |
+12,306
| New | +$436K | 0.02% | 210 |
|