Independent Order of Foresters’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-853
| Closed | -$33K | – | 109 |
|
|
2017
Q3 | $33K | Hold |
853
| – | – | 0.03% | 107 |
|
|
2017
Q2 | $29K | Hold |
853
| – | – | 0.02% | 108 |
|
|
2017
Q1 | $30K | Hold |
853
| – | – | 0.03% | 108 |
|
|
2016
Q4 | $28K | Sell |
853
-2,733
| -76% | -$89.7K | 0.02% | 107 |
|
|
2016
Q3 | $135K | Sell |
3,586
-6,000
| -63% | -$226K | 0.11% | 95 |
|
|
2016
Q2 | $382K | Sell |
9,586
-61,814
| -87% | -$2.46M | 0.28% | 61 |
|
|
2016
Q1 | $2.42M | Sell |
71,400
-19,600
| -22% | -$664K | 1.83% | 17 |
|
|
2015
Q4 | $2.46M | Buy |
91,000
+5,500
| +6% | +$149K | 1.93% | 17 |
|
|
2015
Q3 | $2.65M | Hold |
85,500
| – | – | 2.26% | 14 |
|
|
2015
Q2 | $2.65M | Buy |
85,500
+34,600
| +68% | +$1.07M | 2.52% | 11 |
|
|
2015
Q1 | $1.86M | Buy |
+50,900
| New | +$1.86M | 1.73% | 18 |
|