Orleans 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-15,774
| Closed | -$511K | – | 81 |
|
|
2018
Q4 | $511K | Sell |
15,774
-8,769
| -36% | -$284K | 0.48% | 53 |
|
|
2018
Q3 | $847K | Sell |
24,543
-5,794
| -19% | -$200K | 0.58% | 55 |
|
|
2018
Q2 | $1.06M | Sell |
30,337
-5,917
| -16% | -$207K | 0.77% | 48 |
|
|
2018
Q1 | $1.19M | Sell |
36,254
-10,994
| -23% | -$361K | 0.87% | 47 |
|
|
2017
Q4 | $1.78M | Sell |
47,248
-4,156
| -8% | -$157K | 1.27% | 35 |
|
|
2017
Q3 | $2M | Sell |
51,404
-304
| -0.6% | -$11.8K | 1.5% | 30 |
|
|
2017
Q2 | $1.78M | Buy |
51,708
+993
| +2% | +$34.1K | 1.26% | 36 |
|
|
2017
Q1 | $1.81M | Buy |
50,715
+1,950
| +4% | +$69.6K | 1.26% | 37 |
|
|
2016
Q4 | $1.58M | Buy |
48,765
+911
| +2% | +$29.6K | 1.13% | 42 |
|
|
2016
Q3 | $1.8M | Buy |
47,854
+2,150
| +5% | +$80.7K | 1.25% | 36 |
|
|
2016
Q2 | $1.82M | Buy |
45,704
+8,304
| +22% | +$331K | 1.27% | 33 |
|
|
2016
Q1 | $1.27M | Sell |
37,400
-300
| -0.8% | -$10.2K | 0.95% | 47 |
|
|
2015
Q4 | $1.02M | Sell |
37,700
-9,378
| -20% | -$253K | 0.78% | 56 |
|
|
2015
Q3 | $1.46M | Sell |
47,078
-1,442
| -3% | -$44.7K | 1.16% | 40 |
|
|
2015
Q2 | $1.5M | Sell |
48,520
-2,699
| -5% | -$83.7K | 1.06% | 48 |
|
|
2015
Q1 | $1.87M | Sell |
51,219
-6,377
| -11% | -$233K | 1.21% | 41 |
|
|
2014
Q4 | $2.23M | Buy |
57,596
+15,346
| +36% | +$593K | 1.36% | 32 |
|
|
2014
Q3 | $1.38M | Sell |
42,250
-4,636
| -10% | -$151K | 0.68% | 62 |
|
|
2014
Q2 | $1.54M | Hold |
46,886
| – | – | 0.72% | 65 |
|
|
2014
Q1 | $1.2M | Sell |
46,886
-730
| -2% | -$18.6K | 0.61% | 69 |
|
|
2013
Q4 | $1.34M | Sell |
47,616
-13,838
| -23% | -$388K | 0.69% | 65 |
|
|
2013
Q3 | $1.54M | Buy |
61,454
+11,809
| +24% | +$295K | 0.84% | 59 |
|
|
2013
Q2 | $1.22M | Buy |
+49,645
| New | +$1.22M | 0.69% | 66 |
|