Kings Point Capital Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $111K | Hold |
2,000
| – | – | 0.01% | 255 |
|
|
2021
Q4 | $105K | Hold |
2,000
| – | – | 0.01% | 280 |
|
|
2021
Q3 | $87K | Hold |
2,000
| – | – | 0.01% | 288 |
|
|
2021
Q2 | $85K | Hold |
2,000
| – | – | 0.01% | 284 |
|
|
2021
Q1 | $74K | Hold |
2,000
| – | – | 0.01% | 283 |
|
|
2020
Q4 | $59K | Sell |
2,000
-400
| -17% | -$11.8K | 0.01% | 302 |
|
|
2020
Q3 | $64K | Buy |
2,400
+400
| +20% | +$10.7K | 0.01% | 289 |
|
|
2020
Q2 | $52K | Hold |
2,000
| – | – | 0.01% | 275 |
|
|
2020
Q1 | $48K | Sell |
2,000
-2,600
| -57% | -$62.4K | 0.01% | 277 |
|
|
2019
Q4 | $147K | Hold |
4,600
| – | – | 0.02% | 204 |
|
|
2019
Q3 | $149K | Sell |
4,600
-200
| -4% | -$6.48K | 0.03% | 178 |
|
|
2019
Q2 | $150K | Buy |
4,800
+2,600
| +118% | +$81.3K | 0.03% | 161 |
|
|
2019
Q1 | $78K | Hold |
2,200
| – | – | 0.02% | 193 |
|
|
2018
Q4 | $71K | Hold |
2,200
| – | – | 0.02% | 185 |
|
|
2018
Q3 | $76K | Sell |
2,200
-89,870
| -98% | -$3.1M | 0.01% | 202 |
|
|
2018
Q2 | $3.22M | Buy |
92,070
+3,640
| +4% | +$127K | 0.64% | 59 |
|
|
2018
Q1 | $2.91M | Buy |
88,430
+7,013
| +9% | +$230K | 0.59% | 58 |
|
|
2017
Q4 | $3.07M | Buy |
81,417
+9,351
| +13% | +$353K | 0.65% | 57 |
|
|
2017
Q3 | $2.8M | Buy |
72,066
+3,258
| +5% | +$127K | 0.63% | 60 |
|
|
2017
Q2 | $2.36M | Buy |
+68,808
| New | +$2.36M | 0.55% | 63 |
|