Northwest & Ethical Investments’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-47,574
| Closed | -$1.76M | – | 422 |
|
2021
Q1 | $1.76M | Sell |
47,574
-79,111
| -62% | -$2.93M | 0.06% | 282 |
|
2020
Q4 | $3.73M | Sell |
126,685
-8,665
| -6% | -$255K | 0.14% | 182 |
|
2020
Q3 | $3.63M | Sell |
135,350
-1,502
| -1% | -$40.2K | 0.16% | 164 |
|
2020
Q2 | $3.57M | Buy |
136,852
+5,968
| +5% | +$156K | 0.17% | 162 |
|
2020
Q1 | $3.12M | Buy |
130,884
+6,532
| +5% | +$155K | 0.18% | 157 |
|
2019
Q4 | $3.96M | Buy |
124,352
+7,937
| +7% | +$253K | 0.18% | 160 |
|
2019
Q3 | $3.77M | Sell |
116,415
-3,831
| -3% | -$124K | 0.18% | 149 |
|
2019
Q2 | $3.76M | Sell |
120,246
-2,999
| -2% | -$93.9K | 0.19% | 155 |
|
2019
Q1 | $4.37M | Sell |
123,245
-2,241
| -2% | -$79.5K | 0.23% | 136 |
|
2018
Q4 | $4.07M | Sell |
125,486
-24,501
| -16% | -$794K | 0.24% | 130 |
|
2018
Q3 | $5.18M | Buy |
149,987
+10,741
| +8% | +$371K | 0.32% | 94 |
|
2018
Q2 | $4.88M | Buy |
139,246
+6,430
| +5% | +$225K | 0.32% | 86 |
|
2018
Q1 | $4.36M | Sell |
132,816
-20,244
| -13% | -$665K | 0.29% | 98 |
|
2017
Q4 | $5.77M | Sell |
153,060
-56,345
| -27% | -$2.13M | 0.38% | 69 |
|
2017
Q3 | $8.15M | Buy |
209,405
+12,738
| +6% | +$496K | 0.51% | 40 |
|
2017
Q2 | $6.76M | Sell |
196,667
-1,239
| -0.6% | -$42.6K | 0.46% | 47 |
|
2017
Q1 | $7.06M | Buy |
197,906
+26,340
| +15% | +$940K | 0.48% | 42 |
|
2016
Q4 | $5.57M | Buy |
171,566
+18,923
| +12% | +$615K | 0.38% | 61 |
|
2016
Q3 | $5.73M | Sell |
152,643
-10,338
| -6% | -$388K | 0.4% | 61 |
|
2016
Q2 | $6.49M | Sell |
162,981
-6,192
| -4% | -$247K | 0.49% | 54 |
|
2016
Q1 | $5.74M | Sell |
169,173
-16,155
| -9% | -$548K | 0.39% | 75 |
|
2015
Q4 | $5.01M | Sell |
185,328
-7,449
| -4% | -$201K | 0.36% | 82 |
|
2015
Q3 | $5.98M | Buy |
192,777
+8,635
| +5% | +$268K | 0.46% | 64 |
|
2015
Q2 | $5.71M | Buy |
184,142
+15,106
| +9% | +$468K | 0.38% | 76 |
|
2015
Q1 | $6.17M | Sell |
169,036
-17,590
| -9% | -$642K | 0.43% | 59 |
|
2014
Q4 | $7.21M | Buy |
186,626
+25,925
| +16% | +$1M | 0.49% | 50 |
|
2014
Q3 | $5.25M | Buy |
160,701
+29,172
| +22% | +$952K | 0.35% | 69 |
|
2014
Q2 | $4.31M | Buy |
131,529
+31,991
| +32% | +$1.05M | 0.27% | 90 |
|
2014
Q1 | $2.54M | Buy |
99,538
+12,986
| +15% | +$331K | 0.17% | 147 |
|
2013
Q4 | $2.43M | Buy |
86,552
+20,282
| +31% | +$569K | 0.16% | 146 |
|
2013
Q3 | $1.65M | Buy |
66,270
+14,055
| +27% | +$351K | 0.12% | 165 |
|
2013
Q2 | $1.28M | Buy |
+52,215
| New | +$1.28M | 0.1% | 165 |
|