INVST’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,035
| Closed | -$1.04M | – | 261 |
|
|
2023
Q4 | $1.04M | Sell |
15,035
-107
| -0.7% | -$7.38K | 0.13% | 95 |
|
|
2023
Q3 | $900K | Sell |
15,142
-2,651
| -15% | -$158K | 0.13% | 101 |
|
|
2023
Q2 | $1.01M | Sell |
17,793
-998
| -5% | -$56.7K | 0.15% | 81 |
|
|
2023
Q1 | $1.03M | Sell |
18,791
-121
| -0.6% | -$6.65K | 0.16% | 74 |
|
|
2022
Q4 | $1.03M | Sell |
18,912
-140
| -0.7% | -$7.64K | 0.16% | 78 |
|
|
2022
Q3 | $859K | Buy |
19,052
+1,055
| +6% | +$47.6K | 0.15% | 80 |
|
|
2022
Q2 | $974K | Buy |
17,997
+5,983
| +50% | +$324K | 0.15% | 79 |
|
|
2022
Q1 | $637K | Sell |
12,014
-170
| -1% | -$9.01K | 0.1% | 96 |
|
|
2021
Q4 | $515K | Buy |
12,184
+3,787
| +45% | +$160K | 0.08% | 104 |
|
|
2021
Q3 | $365K | Sell |
8,397
-3
| -0% | -$130 | 0.06% | 142 |
|
|
2021
Q2 | $364K | Buy |
8,400
+1,555
| +23% | +$67.4K | 0.06% | 130 |
|
|
2021
Q1 | $275K | Buy |
+6,845
| New | +$275K | 0.05% | 157 |
|