Howe & Rusling’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-804
| Closed | -$35K | – | 667 |
|
|
2022
Q3 | $35K | Hold |
804
| – | – | ﹤0.01% | 352 |
|
|
2022
Q2 | $39K | Hold |
804
| – | – | ﹤0.01% | 335 |
|
|
2022
Q1 | $45K | Hold |
804
| – | – | 0.01% | 327 |
|
|
2021
Q4 | $42K | Hold |
804
| – | – | ﹤0.01% | 340 |
|
|
2021
Q3 | $35K | Hold |
804
| – | – | ﹤0.01% | 344 |
|
|
2021
Q2 | $34K | Hold |
804
| – | – | ﹤0.01% | 332 |
|
|
2021
Q1 | $30K | Sell |
804
-145
| -15% | -$5.41K | ﹤0.01% | 344 |
|
|
2020
Q4 | $28K | Sell |
949
-601
| -39% | -$17.7K | ﹤0.01% | 341 |
|
|
2020
Q3 | $42K | Sell |
1,550
-515
| -25% | -$14K | 0.01% | 281 |
|
|
2020
Q2 | $54K | Sell |
2,065
-1,608
| -44% | -$42K | 0.01% | 244 |
|
|
2020
Q1 | $87K | Sell |
3,673
-136,889
| -97% | -$3.24M | 0.02% | 207 |
|
|
2019
Q4 | $4.48M | Buy |
140,562
+1,542
| +1% | +$49.1K | 0.74% | 48 |
|
|
2019
Q3 | $4.5M | Sell |
139,020
-5,295
| -4% | -$172K | 0.79% | 42 |
|
|
2019
Q2 | $4.52M | Buy |
+144,315
| New | +$4.52M | 0.78% | 44 |
|
|
2016
Q3 | – | Sell |
-490
| Closed | -$20K | – | 1079 |
|
|
2016
Q2 | $20K | Buy |
+490
| New | +$20K | ﹤0.01% | 347 |
|