JNBA Financial Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,573
| Closed | -$83K | – | 555 |
|
|
2018
Q4 | $83K | Buy |
+2,573
| New | +$83K | 0.02% | 169 |
|
|
2018
Q3 | – | Sell |
-2,573
| Closed | -$90K | – | 595 |
|
|
2018
Q2 | $90K | Hold |
2,573
| – | – | 0.02% | 181 |
|
|
2018
Q1 | $85K | Hold |
2,573
| – | – | 0.02% | 181 |
|
|
2017
Q4 | $97K | Hold |
2,573
| – | – | 0.02% | 175 |
|
|
2017
Q3 | $100K | Hold |
2,573
| – | – | 0.02% | 162 |
|
|
2017
Q2 | $88K | Hold |
2,573
| – | – | 0.02% | 167 |
|
|
2017
Q1 | $92K | Hold |
2,573
| – | – | 0.02% | 165 |
|
|
2016
Q4 | $84K | Buy |
2,573
+468
| +22% | +$15.3K | 0.02% | 173 |
|
|
2016
Q3 | $79K | Sell |
2,105
-548
| -21% | -$20.6K | 0.01% | 414 |
|
|
2016
Q2 | $106K | Buy |
2,653
+2,144
| +421% | +$85.7K | 0.03% | 157 |
|
|
2016
Q1 | $17K | Hold |
509
| – | – | 0.01% | 303 |
|
|
2015
Q4 | $14K | Hold |
509
| – | – | 0.01% | 315 |
|
|
2015
Q3 | $16K | Hold |
509
| – | – | 0.01% | 301 |
|
|
2015
Q2 | $16K | Hold |
509
| – | – | 0.01% | 308 |
|
|
2015
Q1 | $19K | Hold |
509
| – | – | 0.01% | 296 |
|
|
2014
Q4 | $20K | Buy |
509
+34
| +7% | +$1.34K | 0.01% | 291 |
|
|
2014
Q3 | $16K | Sell |
475
-39
| -8% | -$1.31K | 0.01% | 310 |
|
|
2014
Q2 | $17K | Sell |
514
-38
| -7% | -$1.26K | 0.01% | 290 |
|
|
2014
Q1 | $14K | Hold |
552
| – | – | 0.01% | 293 |
|
|
2013
Q4 | $15K | Hold |
552
| – | – | 0.01% | 279 |
|
|
2013
Q3 | $14K | Hold |
552
| – | – | 0.01% | 278 |
|
|
2013
Q2 | $14K | Buy |
+552
| New | +$14K | 0.01% | 233 |
|