Nelson Capital Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-86,636
| Closed | -$4.8M | – | 102 |
|
|
2022
Q1 | $4.8M | Sell |
86,636
-923
| -1% | -$51.1K | 0.94% | 36 |
|
|
2021
Q4 | $4.58M | Sell |
87,559
-241
| -0.3% | -$12.6K | 0.85% | 41 |
|
|
2021
Q3 | $3.82M | Sell |
87,800
-591
| -0.7% | -$25.7K | 0.76% | 43 |
|
|
2021
Q2 | $3.74M | Buy |
88,391
+2,496
| +3% | +$106K | 0.76% | 45 |
|
|
2021
Q1 | $3.18M | Sell |
85,895
-3,834
| -4% | -$142K | 0.68% | 47 |
|
|
2020
Q4 | $2.65M | Sell |
89,729
-32,349
| -26% | -$954K | 0.57% | 46 |
|
|
2020
Q3 | $3.27M | Buy |
+122,078
| New | +$3.27M | 0.57% | 50 |
|
|
2013
Q3 | – | Sell |
-682
| Closed | -$17K | – | 229 |
|
|
2013
Q2 | $17K | Buy |
+682
| New | +$17K | 0.01% | 147 |
|