Next Financial Group’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $1.07M | Sell |
20,410
-193
| -0.9% | -$10.1K | 0.07% | 310 |
|
2021
Q3 | $899K | Buy |
20,603
+1,346
| +7% | +$58.7K | 0.07% | 299 |
|
2021
Q2 | $820K | Sell |
19,257
-753
| -4% | -$32.1K | 0.07% | 306 |
|
2021
Q1 | $746K | Buy |
20,010
+12,650
| +172% | +$472K | 0.07% | 303 |
|
2020
Q4 | $217K | Sell |
7,360
-973
| -12% | -$28.7K | 0.02% | 690 |
|
2020
Q3 | $224K | Sell |
8,333
-1,016
| -11% | -$27.3K | 0.02% | 578 |
|
2020
Q2 | $244K | Buy |
9,349
+3,866
| +71% | +$101K | 0.03% | 467 |
|
2020
Q1 | $130K | Sell |
5,483
-556
| -9% | -$13.2K | 0.02% | 677 |
|
2019
Q4 | $193K | Buy |
6,039
+4,055
| +204% | +$130K | 0.02% | 709 |
|
2019
Q3 | $65K | Hold |
1,984
| – | – | 0.01% | 1054 |
|
2019
Q2 | $62K | Buy |
1,984
+1,900
| +2,262% | +$59.4K | 0.01% | 1096 |
|
2019
Q1 | $3K | Sell |
84
-1,654
| -95% | -$59.1K | ﹤0.01% | 1378 |
|
2018
Q4 | $56K | Buy |
+1,738
| New | +$56K | 0.01% | 770 |
|