Old Mutual Customised Solutions’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $605K | Hold |
17,285
| – | – | 0.06% | 355 |
|
|
2018
Q1 | $568K | Hold |
17,285
| – | – | 0.06% | 363 |
|
|
2017
Q4 | $652K | Buy |
17,285
+5,000
| +41% | +$189K | 0.07% | 342 |
|
|
2017
Q3 | $478K | Buy |
12,285
+2,400
| +24% | +$93.4K | 0.06% | 339 |
|
|
2017
Q2 | $340K | Hold |
9,885
| – | – | 0.05% | 408 |
|
|
2017
Q1 | $353K | Hold |
9,885
| – | – | 0.05% | 390 |
|
|
2016
Q4 | $321K | Buy |
9,885
+3,700
| +60% | +$120K | 0.06% | 385 |
|
|
2016
Q3 | $232K | Sell |
6,185
-1,500
| -20% | -$56.3K | 0.07% | 345 |
|
|
2016
Q2 | $306K | Buy |
7,685
+1,800
| +31% | +$71.7K | 0.08% | 309 |
|
|
2016
Q1 | $200K | Hold |
5,885
| – | – | 0.05% | 422 |
|
|
2015
Q4 | $159K | Hold |
5,885
| – | – | 0.04% | 461 |
|
|
2015
Q3 | $183K | Hold |
5,885
| – | – | 0.05% | 431 |
|
|
2015
Q2 | $182K | Buy |
5,885
+1,300
| +28% | +$40.2K | 0.04% | 483 |
|
|
2015
Q1 | $167K | Buy |
4,585
+1,900
| +71% | +$69.2K | 0.04% | 494 |
|
|
2014
Q4 | $104K | Buy |
2,685
+181
| +7% | +$7.01K | 0.03% | 586 |
|
|
2014
Q3 | $82K | Sell |
2,504
-205
| -8% | -$6.71K | 0.02% | 604 |
|
|
2014
Q2 | $89K | Sell |
2,709
-1,191
| -31% | -$39.1K | 0.02% | 622 |
|
|
2014
Q1 | $99K | Hold |
3,900
| – | – | 0.02% | 599 |
|
|
2013
Q4 | $109K | Hold |
3,900
| – | – | 0.03% | 577 |
|
|
2013
Q3 | $97K | Hold |
3,900
| – | – | 0.03% | 602 |
|
|
2013
Q2 | $96K | Buy |
+3,900
| New | +$96K | 0.03% | 621 |
|