Hemenway Trust Hemenway Trust’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-12,209
| Closed | -$461K | – | 148 |
|
|
2017
Q4 | $461K | Sell |
12,209
-3,192
| -21% | -$121K | 0.09% | 100 |
|
|
2017
Q3 | $599K | Sell |
15,401
-437
| -3% | -$17K | 0.13% | 75 |
|
|
2017
Q2 | $544K | Hold |
15,838
| – | – | 0.12% | 80 |
|
|
2017
Q1 | $565K | Hold |
15,838
| – | – | 0.13% | 77 |
|
|
2016
Q4 | $514K | Sell |
15,838
-1
| -0% | -$32 | 0.13% | 82 |
|
|
2016
Q3 | $594K | Hold |
15,839
| – | – | 0.15% | 76 |
|
|
2016
Q2 | $631K | Hold |
15,839
| – | – | 0.16% | 74 |
|
|
2016
Q1 | $537K | Sell |
15,839
-2,611
| -14% | -$88.5K | 0.15% | 79 |
|
|
2015
Q4 | $498K | Sell |
18,450
-2,616
| -12% | -$70.6K | 0.13% | 92 |
|
|
2015
Q3 | $653K | Sell |
21,066
-2,519
| -11% | -$78.1K | 0.18% | 81 |
|
|
2015
Q2 | $731K | Sell |
23,585
-575
| -2% | -$17.8K | 0.19% | 81 |
|
|
2015
Q1 | $881K | Buy |
+24,160
| New | +$881K | 0.23% | 71 |
|