Founders Capital Management (Texas)’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,400
| Closed | -$98K | – | 373 |
|
|
2023
Q4 | $98K | Hold |
1,400
| – | – | 0.07% | 81 |
|
|
2023
Q3 | $83.2K | Hold |
1,400
| – | – | 0.06% | 90 |
|
|
2023
Q2 | $79.5K | Hold |
1,400
| – | – | 0.06% | 105 |
|
|
2023
Q1 | $74K | Hold |
1,400
| – | – | 0.06% | 108 |
|
|
2022
Q4 | $70K | Hold |
1,400
| – | – | 0.05% | 107 |
|
|
2022
Q3 | $62K | Hold |
1,400
| – | – | 0.05% | 111 |
|
|
2022
Q2 | $68K | Buy |
1,400
+100
| +8% | +$4.86K | 0.05% | 108 |
|
|
2022
Q1 | $68K | Hold |
1,300
| – | – | 0.04% | 106 |
|
|
2021
Q4 | $68K | Buy |
1,300
+250
| +24% | +$13.1K | 0.04% | 106 |
|
|
2021
Q3 | $46K | Buy |
1,050
+100
| +11% | +$4.38K | 0.03% | 128 |
|
|
2021
Q2 | $40K | Buy |
950
+350
| +58% | +$14.7K | 0.03% | 136 |
|
|
2021
Q1 | $22K | Buy |
+600
| New | +$22K | 0.02% | 183 |
|