Grace Capital’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 | – | Sell |
-10,100
| Closed | -$374K | – | 178 |
|
|
2021
Q1 | $374K | Sell |
10,100
-19,900
| -66% | -$737K | 0.24% | 115 |
|
|
2020
Q4 | $884K | Buy |
30,000
+5,000
| +20% | +$147K | 0.56% | 48 |
|
|
2020
Q3 | $669K | Sell |
25,000
-11,300
| -31% | -$302K | 0.52% | 49 |
|
|
2020
Q2 | $947K | Buy |
36,300
+21,630
| +147% | +$564K | 0.81% | 29 |
|
|
2020
Q1 | $349K | Hold |
14,670
| – | – | 0.34% | 83 |
|
|
2019
Q4 | $468K | Sell |
14,670
-52
| -0.4% | -$1.66K | 0.38% | 71 |
|
|
2019
Q3 | $477K | Hold |
14,722
| – | – | 0.48% | 64 |
|
|
2019
Q2 | $461K | Sell |
14,722
-7,317
| -33% | -$229K | 0.22% | 105 |
|
|
2019
Q1 | $782K | Sell |
22,039
-1,228
| -5% | -$43.6K | 0.31% | 92 |
|
|
2018
Q4 | $754K | Buy |
23,267
+8,597
| +59% | +$279K | 0.35% | 84 |
|
|
2018
Q3 | $506K | Hold |
14,670
| – | – | 0.2% | 105 |
|
|
2018
Q2 | $514K | Buy |
+14,670
| New | +$514K | 0.2% | 109 |
|