IBM Retirement Fund’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,507
| Closed | -$250K | – | 239 |
|
|
2022
Q1 | $250K | Sell |
4,507
-266
| -6% | -$12.7K | 0.04% | 447 |
|
|
2021
Q4 | $250K | Sell |
4,773
-3,363
| -41% | -$159K | 0.03% | 482 |
|
|
2021
Q3 | $354K | Hold |
8,136
| – | – | 0.03% | 514 |
|
|
2021
Q2 | $344K | Sell |
8,136
-1,720
| -17% | -$72.1K | 0.03% | 536 |
|
|
2021
Q1 | $365K | Sell |
9,856
-672
| -6% | -$22.5K | 0.03% | 553 |
|
|
2020
Q4 | $310K | Buy |
10,528
+1,236
| +13% | +$34.3K | 0.02% | 598 |
|
|
2020
Q3 | $249K | Buy |
+9,292
| New | +$264K | 0.02% | 580 |
|
|
2018
Q2 | – | Sell |
-6,209
| Closed | -$204K | – | 503 |
|
|
2018
Q1 | $204K | Buy |
+6,209
| New | +$209K | 0.04% | 502 |
|
|
2017
Q1 | – | Sell |
-20,835
| Closed | -$677K | – | 537 |
|
|
2016
Q4 | $677K | Sell |
20,835
-3,717
| -15% | -$124K | 0.03% | 478 |
|
|
2016
Q3 | $921K | Sell |
24,552
-6,291
| -20% | -$243K | 0.05% | 415 |
|
|
2016
Q2 | $1.28M | Buy |
30,843
+9,612
| +45% | +$350K | 0.05% | 391 |
|
|
2016
Q1 | $720K | Sell |
21,231
-29,722
| -58% | -$854K | 0.03% | 525 |
|
|
2015
Q4 | $1.38M | Buy |
50,953
+5,962
| +13% | +$175K | 0.03% | 626 |
|
|
2015
Q3 | $1.4M | Sell |
44,991
-6,326
| -12% | -$189K | 0.03% | 535 |
|
|
2015
Q2 | $1.59M | Buy |
51,317
+5,722
| +13% | +$200K | 0.03% | 580 |
|
|
2015
Q1 | $1.66M | Sell |
45,595
-85
| -0.2% | -$3.28K | 0.03% | 564 |
|
|
2014
Q4 | $1.77M | Buy |
45,680
+8,872
| +24% | +$323K | 0.03% | 528 |
|
|
2014
Q3 | $1.2M | Sell |
36,808
-10,366
| -22% | -$336K | 0.02% | 611 |
|
|
2014
Q2 | $1.54M | Sell |
47,174
-217
| -0.5% | -$5.89K | 0.03% | 590 |
|
|
2014
Q1 | $1.21M | Sell |
47,391
-26,213
| -36% | -$671K | 0.02% | 665 |
|
|
2013
Q4 | $2.06M | Sell |
73,604
-2,964
| -4% | -$75.9K | 0.03% | 611 |
|
|
2013
Q3 | $1.91M | Sell |
76,568
-10,521
| -12% | -$267K | 0.03% | 644 |
|
|
2013
Q2 | $2.14M | Buy |
+87,089
| New | +$2.81M | 0.03% | 616 |
|
Other funds holding IRM
