Keeley-Teton Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16,117
| Closed | -$785K | – | 377 |
|
|
2022
Q2 | $785K | Sell |
16,117
-322
| -2% | -$15.7K | 0.1% | 239 |
|
|
2022
Q1 | $911K | Sell |
16,439
-394
| -2% | -$21.8K | 0.1% | 251 |
|
|
2021
Q4 | $881K | Sell |
16,833
-984
| -6% | -$51.5K | 0.09% | 239 |
|
|
2021
Q3 | $774K | Sell |
17,817
-398
| -2% | -$17.3K | 0.08% | 247 |
|
|
2021
Q2 | $771K | Sell |
18,215
-13,658
| -43% | -$578K | 0.08% | 234 |
|
|
2021
Q1 | $1.18M | Sell |
31,873
-36,418
| -53% | -$1.35M | 0.12% | 210 |
|
|
2020
Q4 | $2.01M | Sell |
68,291
-3,299
| -5% | -$97.2K | 0.27% | 118 |
|
|
2020
Q3 | $1.92M | Sell |
71,590
-5,426
| -7% | -$145K | 0.31% | 109 |
|
|
2020
Q2 | $2.01M | Sell |
77,016
-7,314
| -9% | -$191K | 0.32% | 106 |
|
|
2020
Q1 | $2.01M | Sell |
84,330
-24,137
| -22% | -$574K | 0.36% | 100 |
|
|
2019
Q4 | $3.46M | Sell |
108,467
-4,193
| -4% | -$134K | 0.37% | 101 |
|
|
2019
Q3 | $3.65M | Sell |
112,660
-3,932
| -3% | -$127K | 0.39% | 99 |
|
|
2019
Q2 | $3.65M | Sell |
116,592
-61,642
| -35% | -$1.93M | 0.36% | 100 |
|
|
2019
Q1 | $6.32M | Sell |
178,234
-9,733
| -5% | -$345K | 0.57% | 59 |
|
|
2018
Q4 | $6.09M | Sell |
187,967
-5,757
| -3% | -$187K | 0.61% | 55 |
|
|
2018
Q3 | $6.69M | Buy |
193,724
+862
| +0.4% | +$29.8K | 0.48% | 62 |
|
|
2018
Q2 | $6.75M | Buy |
192,862
+1,389
| +0.7% | +$48.6K | 0.46% | 65 |
|
|
2018
Q1 | $6.29M | Sell |
191,473
-3,352
| -2% | -$110K | 0.41% | 69 |
|
|
2017
Q4 | $7.35M | Sell |
194,825
-70,314
| -27% | -$2.65M | 0.45% | 64 |
|
|
2017
Q3 | $10.3M | Sell |
265,139
-7,464
| -3% | -$290K | 0.56% | 61 |
|
|
2017
Q2 | $9.37M | Sell |
272,603
-10,289
| -4% | -$354K | 0.45% | 68 |
|
|
2017
Q1 | $10.1M | Buy |
+282,892
| New | +$10.1M | 0.46% | 68 |
|