Meag Munich Ergo’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,857
| Closed | -$149K | – | 188 |
|
2024
Q1 | $149K | Buy |
+1,857
| New | +$149K | 0.01% | 155 |
|
2023
Q3 | – | Sell |
-2,089
| Closed | -$119K | – | 186 |
|
2023
Q2 | $119K | Buy |
+2,089
| New | +$119K | 0.01% | 159 |
|
2021
Q2 | – | Sell |
-8,267
| Closed | -$306K | – | 338 |
|
2021
Q1 | $306K | Sell |
8,267
-27,879
| -77% | -$1.03M | 0.03% | 297 |
|
2020
Q4 | $1.06M | Buy |
+36,146
| New | +$1.06M | 0.24% | 116 |
|
2020
Q1 | – | Sell |
-4,967
| Closed | -$157K | – | 360 |
|
2019
Q4 | $157K | Sell |
4,967
-16,147
| -76% | -$510K | 0.02% | 461 |
|
2019
Q3 | $677K | Buy |
21,114
+9,774
| +86% | +$313K | 0.03% | 433 |
|
2019
Q2 | $351K | Hold |
11,340
| – | – | 0.03% | 462 |
|
2019
Q1 | $404K | Buy |
+11,340
| New | +$404K | 0.03% | 443 |
|
2018
Q1 | – | Sell |
-34,889
| Closed | -$1.33M | – | 447 |
|
2017
Q4 | $1.33M | Sell |
34,889
-9,565
| -22% | -$365K | 0.05% | 328 |
|
2017
Q3 | $1.73M | Hold |
44,454
| – | – | 0.07% | 227 |
|
2017
Q2 | $1.52M | Buy |
+44,454
| New | +$1.52M | 0.07% | 244 |
|