Geneva Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $400K | Sell |
11,651
-1,361
| -10% | -$46.7K | 0.01% | 553 |
|
|
2017
Q1 | $464K | Sell |
13,012
-176
| -1% | -$6.28K | 0.01% | 516 |
|
|
2016
Q4 | $428K | Buy |
13,188
+1,994
| +18% | +$64.7K | 0.01% | 512 |
|
|
2016
Q3 | $420K | Hold |
11,194
| – | – | 0.01% | 505 |
|
|
2016
Q2 | $446K | Buy |
11,194
+2
| +0% | +$80 | 0.01% | 469 |
|
|
2016
Q1 | $380K | Buy |
+11,192
| New | +$380K | 0.01% | 490 |
|
|
2014
Q4 | – | Sell |
-11,038
| Closed | -$360K | – | 727 |
|
|
2014
Q3 | $360K | Sell |
11,038
-905
| -8% | -$29.5K | 0.01% | 481 |
|
|
2014
Q2 | $391K | Sell |
11,943
-92
| -0.8% | -$3.01K | 0.01% | 472 |
|
|
2014
Q1 | $307K | Sell |
12,035
-162
| -1% | -$4.13K | 0.01% | 474 |
|
|
2013
Q4 | $342K | Sell |
12,197
-3,244
| -21% | -$91K | 0.01% | 381 |
|
|
2013
Q3 | $386K | Sell |
15,441
-1,502
| -9% | -$37.5K | 0.01% | 369 |
|
|
2013
Q2 | $417K | Buy |
+16,943
| New | +$417K | 0.01% | 301 |
|