Jefferies Group’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
Q1 | – | Sell |
-34,500
| Closed | -$1.81M | – | 1732 |
|
|
2021
Q4 | $1.81M | Buy |
34,500
+23,302
| +208% | +$1.1M | 0.01% | 819 |
|
|
2021
Q3 | $487K | Buy |
+11,198
| New | +$504K | ﹤0.01% | 1239 |
|
|
2020
Q2 | – | Sell |
-8,910
| Closed | -$212K | – | 1674 |
|
|
2020
Q1 | $212K | Sell |
8,910
-18,702
| -68% | -$566K | ﹤0.01% | 1664 |
|
|
2019
Q4 | $880K | Sell |
27,612
-87,208
| -76% | -$2.86M | 0.01% | 1534 |
|
|
2019
Q3 | $3.72M | Buy |
114,820
+105,783
| +1,171% | +$3.32M | 0.03% | 684 |
|
|
2019
Q2 | $283K | Sell |
9,037
-24,504
| -73% | -$803K | ﹤0.01% | 1954 |
|
|
2019
Q1 | $1.19M | Buy |
+33,541
| New | +$1.18M | 0.01% | 1189 |
|
|
2018
Q3 | – | Sell |
-34,526
| Closed | -$1.21M | – | 2572 |
|
|
2018
Q2 | $1.21M | Buy |
34,526
+21,526
| +166% | +$727K | 0.01% | 1150 |
|
|
2018
Q1 | $427K | Buy |
+13,000
| New | +$438K | ﹤0.01% | 1584 |
|
|
2017
Q4 | – | Sell |
-13,101
| Closed | -$520K | – | 2637 |
|
|
2017
Q3 | $510K | Buy |
13,101
+4,418
| +51% | +$165K | ﹤0.01% | 1622 |
|
|
2017
Q2 | $298K | Buy |
+8,683
| New | +$304K | ﹤0.01% | 1867 |
|
|
2017
Q1 | – | Sell |
-42,007
| Closed | -$1.36M | – | 2489 |
|
|
2016
Q4 | $1.36M | Buy |
+42,007
| New | +$1.4M | 0.01% | 1102 |
|
|
2015
Q3 | – | Sell |
-48,848
| Closed | -$1.51M | – | 2645 |
|
|
2015
Q2 | $1.51M | Buy |
48,848
+22,972
| +89% | +$804K | 0.01% | 1054 |
|
|
2015
Q1 | $944K | Sell |
25,876
-10,469
| -29% | -$404K | 0.01% | 1073 |
|
|
2014
Q4 | $1.41M | Buy |
36,345
+761
| +2% | +$27.7K | 0.01% | 843 |
|
|
2014
Q3 | $1.16M | Buy |
35,584
+33,906
| +2,021% | +$1.1M | 0.01% | 952 |
|
|
2014
Q2 | $55K | Sell |
1,678
-104,746
| -98% | -$2.84M | ﹤0.01% | 1924 |
|
|
2014
Q1 | $2.71M | Sell |
106,424
-63,214
| -37% | -$1.62M | 0.03% | 504 |
|
|
2013
Q4 | $4.76M | Buy |
169,638
+70,028
| +70% | +$1.79M | 0.03% | 330 |
|
|
2013
Q3 | $2.49M | Sell |
99,610
-114,429
| -53% | -$2.91M | 0.02% | 527 |
|
|
2013
Q2 | $5.26M | Buy |
+214,039
| New | +$6.91M | 0.06% | 247 |
|
Other funds holding IRM
