Kovack Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,542
| Closed | -$267K | – | 606 |
|
|
2024
Q4 | $267K | Sell |
2,542
-13
| -0.5% | -$1.37K | 0.03% | 484 |
|
|
2024
Q3 | $304K | Sell |
2,555
-269
| -10% | -$32K | 0.03% | 435 |
|
|
2024
Q2 | $253K | Buy |
+2,824
| New | +$253K | 0.03% | 461 |
|
|
2022
Q2 | – | Sell |
-10,863
| Closed | -$601K | – | 649 |
|
|
2022
Q1 | $601K | Buy |
10,863
+1,457
| +15% | +$80.6K | 0.06% | 342 |
|
|
2021
Q4 | $492K | Buy |
9,406
+3,188
| +51% | +$167K | 0.05% | 387 |
|
|
2021
Q3 | $270K | Sell |
6,218
-4,222
| -40% | -$183K | 0.03% | 561 |
|
|
2021
Q2 | $442K | Sell |
10,440
-221
| -2% | -$9.36K | 0.05% | 386 |
|
|
2021
Q1 | $395K | Sell |
10,661
-1,205
| -10% | -$44.6K | 0.05% | 367 |
|
|
2020
Q4 | $350K | Sell |
11,866
-145
| -1% | -$4.28K | 0.05% | 357 |
|
|
2020
Q3 | $322K | Buy |
+12,011
| New | +$322K | 0.06% | 316 |
|
|
2020
Q1 | – | Sell |
-16,442
| Closed | -$524K | – | 497 |
|
|
2019
Q4 | $524K | Sell |
16,442
-43
| -0.3% | -$1.37K | 0.09% | 242 |
|
|
2019
Q3 | $534K | Sell |
16,485
-789
| -5% | -$25.6K | 0.11% | 213 |
|
|
2019
Q2 | $541K | Buy |
17,274
+278
| +2% | +$8.71K | 0.12% | 199 |
|
|
2019
Q1 | $603K | Buy |
16,996
+304
| +2% | +$10.8K | 0.15% | 164 |
|
|
2018
Q4 | $541K | Buy |
16,692
+95
| +0.6% | +$3.08K | 0.16% | 157 |
|
|
2018
Q3 | $573K | Sell |
16,597
-218
| -1% | -$7.53K | 0.15% | 174 |
|
|
2018
Q2 | $589K | Buy |
16,815
+2,667
| +19% | +$93.4K | 0.16% | 154 |
|
|
2018
Q1 | $465K | Buy |
+14,148
| New | +$465K | 0.12% | 201 |
|