Patriot Financial Group Insurance Agency’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,581
| Closed | -$207K | – | 493 |
|
|
2024
Q1 | $207K | Buy |
+2,581
| New | +$207K | 0.03% | 441 |
|
|
2022
Q3 | – | Sell |
-3,490
| Closed | -$170K | – | 1155 |
|
|
2022
Q2 | $170K | Sell |
3,490
-608
| -15% | -$29.6K | 0.03% | 412 |
|
|
2022
Q1 | $227K | Sell |
4,098
-1,879
| -31% | -$104K | 0.04% | 389 |
|
|
2021
Q4 | $313K | Sell |
5,977
-277
| -4% | -$14.5K | 0.05% | 339 |
|
|
2021
Q3 | $272K | Buy |
6,254
+440
| +8% | +$19.1K | 0.05% | 368 |
|
|
2021
Q2 | $246K | Buy |
5,814
+22
| +0.4% | +$931 | 0.04% | 384 |
|
|
2021
Q1 | $214K | Sell |
5,792
-117
| -2% | -$4.32K | 0.05% | 369 |
|
|
2020
Q4 | $174K | Buy |
5,909
+1,535
| +35% | +$45.2K | 0.04% | 373 |
|
|
2020
Q3 | $117K | Sell |
4,374
-231
| -5% | -$6.18K | 0.04% | 364 |
|
|
2020
Q2 | $120K | Buy |
4,605
+1,190
| +35% | +$31K | 0.05% | 315 |
|
|
2020
Q1 | $81K | Buy |
3,415
+1,434
| +72% | +$34K | 0.04% | 351 |
|
|
2019
Q4 | $63K | Buy |
1,981
+20
| +1% | +$636 | 0.02% | 430 |
|
|
2019
Q3 | $64K | Sell |
1,961
-2,494
| -56% | -$81.4K | 0.03% | 399 |
|
|
2019
Q2 | $141K | Buy |
4,455
+1,155
| +35% | +$36.6K | 0.06% | 244 |
|
|
2019
Q1 | $117K | Buy |
3,300
+300
| +10% | +$10.6K | 0.06% | 242 |
|
|
2018
Q4 | $97K | Sell |
3,000
-2,000
| -40% | -$64.7K | 0.06% | 214 |
|
|
2018
Q3 | $173K | Sell |
5,000
-3,000
| -38% | -$104K | 0.1% | 138 |
|
|
2018
Q2 | $280K | Hold |
8,000
| – | – | 0.3% | 58 |
|
|
2018
Q1 | $259K | Buy |
+8,000
| New | +$259K | 0.19% | 110 |
|