Portland Global 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
Q2 | – | Sell |
-7,797
| Closed | -$276K | – | 115 |
|
|
2019
Q1 | $276K | Sell |
7,797
-611
| -7% | -$21.6K | 0.1% | 89 |
|
|
2018
Q4 | $273K | Sell |
8,408
-3,599
| -30% | -$117K | 0.11% | 84 |
|
|
2018
Q3 | $414K | Sell |
12,007
-4,650
| -28% | -$160K | 0.15% | 72 |
|
|
2018
Q2 | $583K | Sell |
16,657
-1,843
| -10% | -$64.5K | 0.22% | 59 |
|
|
2018
Q1 | $608K | Sell |
18,500
-1,777
| -9% | -$58.4K | 0.23% | 61 |
|
|
2017
Q4 | $765K | Sell |
20,277
-1,941
| -9% | -$73.2K | 0.28% | 53 |
|
|
2017
Q3 | $864K | Sell |
22,218
-680
| -3% | -$26.4K | 0.33% | 50 |
|
|
2017
Q2 | $787K | Sell |
22,898
-418
| -2% | -$14.4K | 0.32% | 53 |
|
|
2017
Q1 | $832K | Sell |
23,316
-1,572
| -6% | -$56.1K | 0.35% | 49 |
|
|
2016
Q4 | $808K | Hold |
24,888
| – | – | 0.35% | 49 |
|
|
2016
Q3 | $934K | Hold |
24,888
| – | – | 0.41% | 49 |
|
|
2016
Q2 | $991K | Hold |
24,888
| – | – | 0.45% | 50 |
|
|
2016
Q1 | $844K | Sell |
24,888
-145
| -0.6% | -$4.92K | 0.4% | 53 |
|
|
2015
Q4 | $676K | Sell |
25,033
-1,031
| -4% | -$27.8K | 0.36% | 59 |
|
|
2015
Q3 | $809K | Sell |
26,064
-583
| -2% | -$18.1K | 0.48% | 51 |
|
|
2015
Q2 | $826K | Hold |
26,647
| – | – | 0.43% | 54 |
|
|
2015
Q1 | $972K | Hold |
26,647
| – | – | 0.5% | 48 |
|
|
2014
Q4 | $1.03M | Buy |
26,647
+213
| +0.8% | +$8.23K | 0.53% | 48 |
|
|
2014
Q3 | $863K | Sell |
26,434
-3,902
| -13% | -$127K | 0.45% | 58 |
|
|
2014
Q2 | $994K | Sell |
30,336
-353
| -1% | -$11.6K | 0.5% | 53 |
|
|
2014
Q1 | $782K | Sell |
30,689
-1,413
| -4% | -$36K | 0.46% | 55 |
|
|
2013
Q4 | $900K | Sell |
32,102
-1,283
| -4% | -$36K | 0.56% | 45 |
|
|
2013
Q3 | $834K | Hold |
33,385
| – | – | 0.56% | 45 |
|
|
2013
Q2 | $821K | Buy |
+33,385
| New | +$821K | 0.59% | 48 |
|