Oakbrook Investments’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,100
| Closed | -$258K | – | 298 |
|
|
2019
Q4 | $258K | Sell |
8,100
-4,400
| -35% | -$140K | 0.05% | 504 |
|
|
2019
Q3 | $405K | Sell |
12,500
-1,700
| -12% | -$55.1K | 0.03% | 425 |
|
|
2019
Q2 | $444K | Sell |
14,200
-160
| -1% | -$5K | 0.03% | 415 |
|
|
2019
Q1 | $509K | Buy |
14,360
+100
| +0.7% | +$3.55K | 0.03% | 396 |
|
|
2018
Q4 | $462K | Sell |
14,260
-1,250
| -8% | -$40.5K | 0.03% | 388 |
|
|
2018
Q3 | $535K | Buy |
15,510
+4,600
| +42% | +$159K | 0.03% | 430 |
|
|
2018
Q2 | $382K | Sell |
10,910
-2,930
| -21% | -$103K | 0.02% | 404 |
|
|
2018
Q1 | $455K | Buy |
13,840
+1,040
| +8% | +$34.2K | 0.03% | 378 |
|
|
2017
Q4 | $483K | Buy |
12,800
+260
| +2% | +$9.81K | 0.03% | 359 |
|
|
2017
Q3 | $488K | Buy |
12,540
+2,400
| +24% | +$93.4K | 0.03% | 348 |
|
|
2017
Q2 | $348K | Sell |
10,140
-560
| -5% | -$19.2K | 0.02% | 397 |
|
|
2017
Q1 | $382K | Sell |
10,700
-650
| -6% | -$23.2K | 0.02% | 385 |
|
|
2016
Q4 | $369K | Sell |
11,350
-2,450
| -18% | -$79.7K | 0.02% | 419 |
|
|
2016
Q3 | $518K | Sell |
13,800
-1,250
| -8% | -$46.9K | 0.03% | 351 |
|
|
2016
Q2 | $599K | Buy |
15,050
+4,600
| +44% | +$183K | 0.03% | 346 |
|
|
2016
Q1 | $354K | Sell |
10,450
-200
| -2% | -$6.78K | 0.02% | 397 |
|
|
2015
Q4 | $288K | Sell |
10,650
-1,300
| -11% | -$35.2K | 0.02% | 451 |
|
|
2015
Q3 | $371K | Buy |
11,950
+100
| +0.8% | +$3.11K | 0.02% | 403 |
|
|
2015
Q2 | $367K | Buy |
+11,850
| New | +$367K | 0.02% | 424 |
|
|
2014
Q3 | – | Sell |
-29,268
| Closed | -$959K | – | 566 |
|
|
2014
Q2 | $959K | Buy |
+29,268
| New | +$959K | 0.03% | 340 |
|
|
2013
Q3 | – | Sell |
-38,844
| Closed | -$955K | – | 621 |
|
|
2013
Q2 | $955K | Buy |
+38,844
| New | +$955K | 0.03% | 355 |
|