Mid Atlantic Financial Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $590K | Sell |
13,575
-1,934
| -12% | -$84.1K | 0.04% | 406 |
|
|
2021
Q2 | $656K | Buy |
15,509
+4,280
| +38% | +$181K | 0.04% | 382 |
|
|
2021
Q1 | $416K | Buy |
11,229
+1,615
| +17% | +$59.8K | 0.03% | 495 |
|
|
2020
Q4 | $283K | Buy |
+9,614
| New | +$283K | 0.02% | 604 |
|
|
2020
Q1 | – | Sell |
-6,351
| Closed | -$202K | – | 720 |
|
|
2019
Q4 | $202K | Buy |
+6,351
| New | +$202K | 0.02% | 648 |
|
|
2019
Q3 | – | Sell |
-8,757
| Closed | -$274K | – | 730 |
|
|
2019
Q2 | $274K | Buy |
8,757
+1,203
| +16% | +$37.6K | 0.03% | 549 |
|
|
2019
Q1 | $268K | Buy |
7,554
+172
| +2% | +$6.1K | 0.03% | 541 |
|
|
2018
Q4 | $239K | Buy |
+7,382
| New | +$239K | 0.03% | 533 |
|