Guild Investment Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,236
| Closed | -$224K | – | 62 |
|
|
2023
Q1 | $224K | Hold |
4,236
| – | – | 0.34% | 50 |
|
|
2022
Q4 | $214K | Buy |
+4,236
| New | +$214K | 0.37% | 48 |
|
|
2022
Q2 | – | Sell |
-4,236
| Closed | -$235K | – | 81 |
|
|
2022
Q1 | $235K | Hold |
4,236
| – | – | 0.24% | 66 |
|
|
2021
Q4 | $222K | Buy |
+4,236
| New | +$222K | 0.22% | 67 |
|
|
2018
Q1 | – | Sell |
-57,420
| Closed | -$2.17M | – | 34 |
|
|
2017
Q4 | $2.17M | Buy |
+57,420
| New | +$2.17M | 2.03% | 16 |
|