Loeb Partners Corp’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-10,000
| Closed | -$310K | – | 177 |
|
|
2015
Q2 | $310K | Sell |
10,000
-1,016
| -9% | -$31.5K | 0.09% | 139 |
|
|
2015
Q1 | $402K | Hold |
11,016
| – | – | 0.12% | 126 |
|
|
2014
Q4 | $426K | Buy |
11,016
+1,016
| +10% | +$39.3K | 0.13% | 132 |
|
|
2014
Q3 | $326K | Sell |
10,000
-820
| -8% | -$26.7K | 0.11% | 132 |
|
|
2014
Q2 | $354K | Hold |
10,820
| – | – | 0.11% | 143 |
|
|
2014
Q1 | $276K | Sell |
10,820
-10,820
| -50% | -$276K | 0.09% | 153 |
|
|
2013
Q4 | $607K | Hold |
21,640
| – | – | 0.19% | 108 |
|
|
2013
Q3 | $540K | Hold |
21,640
| – | – | 0.18% | 111 |
|
|
2013
Q2 | $532K | Buy |
+21,640
| New | +$532K | 0.19% | 104 |
|