Oxbow Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-66,305
| Closed | -$2.08M | – | 302 |
|
|
2019
Q2 | $2.08M | Buy |
66,305
+225
| +0.3% | +$7.04K | 0.25% | 97 |
|
|
2019
Q1 | $2.34M | Sell |
66,080
-1,835
| -3% | -$65.1K | 0.29% | 82 |
|
|
2018
Q4 | $2.2M | Buy |
67,915
+5,160
| +8% | +$167K | 0.29% | 80 |
|
|
2018
Q3 | $2.17M | Buy |
62,755
+7,285
| +13% | +$251K | 0.26% | 89 |
|
|
2018
Q2 | $1.94M | Sell |
55,470
-1,650
| -3% | -$57.8K | 0.25% | 99 |
|
|
2018
Q1 | $1.88M | Buy |
+57,120
| New | +$1.88M | 0.38% | 75 |
|
|
2017
Q4 | – | Sell |
-263,710
| Closed | -$10.3M | – | 244 |
|
|
2017
Q3 | $10.3M | Buy |
+263,710
| New | +$10.3M | 1.95% | 9 |
|
|
2016
Q2 | – | Sell |
-71,165
| Closed | -$2.41M | – | 261 |
|
|
2016
Q1 | $2.41M | Buy |
+71,165
| New | +$2.41M | 0.34% | 89 |
|
|
2015
Q1 | – | Sell |
-74,539
| Closed | -$2.88M | – | 212 |
|
|
2014
Q4 | $2.88M | Buy |
74,539
+4,894
| +7% | +$189K | 0.4% | 64 |
|
|
2014
Q3 | $2.27M | Sell |
69,645
-4,337
| -6% | -$142K | 0.32% | 76 |
|
|
2014
Q2 | $2.42M | Hold |
73,982
| – | – | 0.32% | 76 |
|
|
2014
Q1 | $1.89M | Hold |
73,982
| – | – | 0.28% | 84 |
|
|
2013
Q4 | $2.08M | Sell |
73,982
-470
| -0.6% | -$13.2K | 0.29% | 86 |
|
|
2013
Q3 | $1.86M | Buy |
74,452
+30,933
| +71% | +$772K | 0.3% | 83 |
|
|
2013
Q2 | $1.07M | Buy |
+43,519
| New | +$1.07M | 0.19% | 92 |
|