MSH Capital Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,749
| Closed | -$1.95M | – | 231 |
|
|
2024
Q2 | $1.95M | Buy |
21,749
+738
| +4% | +$66.1K | 0.65% | 49 |
|
|
2024
Q1 | $1.69M | Sell |
21,011
-14,892
| -41% | -$1.19M | 0.59% | 55 |
|
|
2023
Q4 | $2.51M | Sell |
35,903
-395
| -1% | -$27.6K | 0.94% | 28 |
|
|
2023
Q3 | $2.16M | Buy |
36,298
+71
| +0.2% | +$4.22K | 0.85% | 32 |
|
|
2023
Q2 | $2.06M | Buy |
36,227
+8,194
| +29% | +$466K | 0.75% | 41 |
|
|
2023
Q1 | $1.48M | Buy |
28,033
+3,285
| +13% | +$174K | 0.63% | 56 |
|
|
2022
Q4 | $1.23M | Buy |
24,748
+19,458
| +368% | +$970K | 0.56% | 63 |
|
|
2022
Q3 | $233K | Buy |
5,290
+32
| +0.6% | +$1.41K | 0.11% | 170 |
|
|
2022
Q2 | $256K | Buy |
5,258
+357
| +7% | +$17.4K | 0.12% | 161 |
|
|
2022
Q1 | $272K | Buy |
4,901
+728
| +17% | +$40.3K | 0.11% | 166 |
|
|
2021
Q4 | $218K | Buy |
+4,173
| New | +$218K | 0.1% | 166 |
|