Paloma Partners’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,131
| Closed | -$803K | – | 819 |
|
|
2023
Q2 | $803K | Buy |
+14,131
| New | +$774K | 0.03% | 406 |
|
|
2022
Q1 | – | Sell |
-9,610
| Closed | -$503K | – | 1999 |
|
|
2021
Q4 | $503K | Buy |
9,610
+3,173
| +49% | +$150K | 0.01% | 1097 |
|
|
2021
Q3 | $280K | Buy |
6,437
+740
| +13% | +$33.3K | 0.01% | 747 |
|
|
2021
Q2 | $241K | Buy |
+5,697
| New | +$239K | ﹤0.01% | 1437 |
|
|
2020
Q4 | – | Sell |
-22,565
| Closed | -$605K | – | 1925 |
|
|
2020
Q3 | $605K | Sell |
22,565
-142,459
| -86% | -$4.05M | 0.02% | 1032 |
|
|
2020
Q2 | $4.31M | Buy |
+165,024
| New | +$4.17M | 0.07% | 344 |
|
|
2020
Q1 | – | Sell |
-52,137
| Closed | -$1.66M | – | 1639 |
|
|
2019
Q4 | $1.66M | Buy |
52,137
+40,440
| +346% | +$1.33M | 0.03% | 676 |
|
|
2019
Q3 | $379K | Buy |
+11,697
| New | +$367K | 0.01% | 1373 |
|
|
2019
Q2 | – | Sell |
-7,320
| Closed | -$259K | – | 1962 |
|
|
2019
Q1 | $259K | Buy |
+7,320
| New | +$259K | 0.01% | 1380 |
|
|
2018
Q4 | – | Sell |
-8,210
| Closed | -$283K | – | 1512 |
|
|
2018
Q3 | $283K | Sell |
8,210
-15,076
| -65% | -$537K | 0.01% | 1246 |
|
|
2018
Q2 | $815K | Sell |
23,286
-2,326
| -9% | -$78.6K | 0.01% | 798 |
|
|
2018
Q1 | $841K | Buy |
+25,612
| New | +$863K | 0.01% | 1080 |
|
|
2017
Q4 | – | Sell |
-10,270
| Closed | -$408K | – | 2086 |
|
|
2017
Q3 | $399K | Buy |
10,270
+1,016
| +11% | +$38K | 0.01% | 1653 |
|
|
2017
Q2 | $318K | Sell |
9,254
-35,564
| -79% | -$1.24M | ﹤0.01% | 1767 |
|
|
2017
Q1 | $1.6M | Sell |
44,818
-21,416
| -32% | -$758K | 0.02% | 933 |
|
|
2016
Q4 | $2.15M | Buy |
+66,234
| New | +$2.2M | 0.02% | 631 |
|
|
2016
Q3 | – | Sell |
-7,043
| Closed | -$272K | – | 1974 |
|
|
2016
Q2 | $281K | Buy |
+7,043
| New | +$256K | ﹤0.01% | 1799 |
|
|
2014
Q3 | – | Sell |
-22,830
| Closed | -$748K | – | 1163 |
|
|
2014
Q2 | $748K | Buy |
22,830
+14,641
| +179% | +$397K | 0.03% | 417 |
|
|
2014
Q1 | $209K | Buy |
+8,189
| New | +$209K | 0.01% | 582 |
|
Other funds holding IRM
