LS Investment Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,907
| Closed | -$204K | – | 850 |
|
|
2020
Q4 | $204K | Sell |
6,907
-794
| -10% | -$23.5K | 0.01% | 817 |
|
|
2020
Q3 | $206K | Sell |
7,701
-523
| -6% | -$14K | 0.01% | 701 |
|
|
2020
Q2 | $215K | Sell |
8,224
-773
| -9% | -$20.2K | 0.01% | 694 |
|
|
2020
Q1 | $214K | Sell |
8,997
-3,443
| -28% | -$81.9K | 0.02% | 612 |
|
|
2019
Q4 | $396K | Buy |
12,440
+322
| +3% | +$10.3K | 0.02% | 566 |
|
|
2019
Q3 | $393K | Hold |
12,118
| – | – | 0.02% | 531 |
|
|
2019
Q2 | $379K | Buy |
12,118
+495
| +4% | +$15.5K | 0.02% | 546 |
|
|
2019
Q1 | $412K | Hold |
11,623
| – | – | 0.03% | 521 |
|
|
2018
Q4 | $377K | Sell |
11,623
-458
| -4% | -$14.9K | 0.03% | 515 |
|
|
2018
Q3 | $417K | Sell |
12,081
-55
| -0.5% | -$1.9K | 0.02% | 570 |
|
|
2018
Q2 | $425K | Sell |
12,136
-713
| -6% | -$25K | 0.03% | 567 |
|
|
2018
Q1 | $422K | Buy |
12,849
+1,674
| +15% | +$55K | 0.03% | 558 |
|
|
2017
Q4 | $422K | Sell |
11,175
-30
| -0.3% | -$1.13K | 0.02% | 579 |
|
|
2017
Q3 | $436K | Buy |
11,205
+257
| +2% | +$10K | 0.03% | 585 |
|
|
2017
Q2 | $376K | Buy |
10,948
+863
| +9% | +$29.6K | 0.02% | 634 |
|
|
2017
Q1 | $360K | Buy |
10,085
+1,156
| +13% | +$41.3K | 0.02% | 607 |
|
|
2016
Q4 | $290K | Buy |
8,929
+565
| +7% | +$18.4K | 0.02% | 651 |
|
|
2016
Q3 | $314K | Sell |
8,364
-1,793
| -18% | -$67.3K | 0.02% | 574 |
|
|
2016
Q2 | $405K | Sell |
10,157
-367
| -3% | -$14.6K | 0.03% | 499 |
|
|
2016
Q1 | $357K | Sell |
10,524
-246
| -2% | -$8.35K | 0.03% | 511 |
|
|
2015
Q4 | $291K | Sell |
10,770
-511
| -5% | -$13.8K | 0.02% | 550 |
|
|
2015
Q3 | $350K | Buy |
11,281
+1,366
| +14% | +$42.4K | 0.03% | 506 |
|
|
2015
Q2 | $307K | Buy |
9,915
+535
| +6% | +$16.6K | 0.02% | 544 |
|
|
2015
Q1 | $342K | Sell |
9,380
-51
| -0.5% | -$1.86K | 0.03% | 475 |
|
|
2014
Q4 | $365K | Buy |
9,431
+958
| +11% | +$37.1K | 0.03% | 448 |
|
|
2014
Q3 | $277K | Sell |
8,473
-909
| -10% | -$29.7K | 0.02% | 483 |
|
|
2014
Q2 | $307K | Sell |
9,382
-763
| -8% | -$25K | 0.03% | 450 |
|
|
2014
Q1 | $258K | Buy |
10,145
+2,678
| +36% | +$68.1K | 0.02% | 503 |
|
|
2013
Q4 | $209K | Buy |
7,467
+5,129
| +219% | +$144K | 0.02% | 508 |
|
|
2013
Q3 | $58K | Buy |
2,338
+1,404
| +150% | +$34.8K | 0.01% | 493 |
|
|
2013
Q2 | $23K | Buy |
+934
| New | +$23K | ﹤0.01% | 567 |
|