Patten & Patten’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-21,134
| Closed | -$655K | – | 217 |
|
|
2015
Q2 | $655K | Buy |
21,134
+3,700
| +21% | +$115K | 0.1% | 136 |
|
|
2015
Q1 | $636K | Buy |
17,434
+282
| +2% | +$10.3K | 0.09% | 142 |
|
|
2014
Q4 | $663K | Buy |
17,152
+1,077
| +7% | +$41.6K | 0.1% | 137 |
|
|
2014
Q3 | $525K | Sell |
16,075
-9,920
| -38% | -$324K | 0.08% | 148 |
|
|
2014
Q2 | $852K | Sell |
25,995
-3,814
| -13% | -$125K | 0.14% | 116 |
|
|
2014
Q1 | $760K | Buy |
29,809
+270
| +0.9% | +$6.88K | 0.1% | 160 |
|
|
2013
Q4 | $829K | Buy |
29,539
+2,435
| +9% | +$68.3K | 0.12% | 148 |
|
|
2013
Q3 | $677K | Buy |
27,104
+13,092
| +93% | +$327K | 0.11% | 152 |
|
|
2013
Q2 | $345K | Buy |
+14,012
| New | +$345K | 0.06% | 179 |
|