Prudent Man Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,423
| Closed | -$380K | – | 186 |
|
|
2023
Q4 | $380K | Sell |
5,423
-7,131
| -57% | -$499K | 0.14% | 133 |
|
|
2023
Q3 | $746K | Hold |
12,554
| – | – | 0.3% | 77 |
|
|
2023
Q2 | $713K | Sell |
12,554
-227
| -2% | -$12.9K | 0.27% | 77 |
|
|
2023
Q1 | $676K | Sell |
12,781
-272
| -2% | -$14.4K | 0.26% | 86 |
|
|
2022
Q4 | $651K | Buy |
13,053
+265
| +2% | +$13.2K | 0.26% | 92 |
|
|
2022
Q3 | $562K | Buy |
12,788
+673
| +6% | +$29.6K | 0.27% | 84 |
|
|
2022
Q2 | $590K | Sell |
12,115
-1,888
| -13% | -$91.9K | 0.28% | 78 |
|
|
2022
Q1 | $776K | Sell |
14,003
-235
| -2% | -$13K | 0.31% | 65 |
|
|
2021
Q4 | $745K | Sell |
14,238
-3,320
| -19% | -$174K | 0.28% | 70 |
|
|
2021
Q3 | $763K | Buy |
17,558
+154
| +0.9% | +$6.69K | 0.29% | 72 |
|
|
2021
Q2 | $737K | Sell |
17,404
-140
| -0.8% | -$5.93K | 0.28% | 71 |
|
|
2021
Q1 | $649K | Buy |
17,544
+666
| +4% | +$24.6K | 0.27% | 77 |
|
|
2020
Q4 | $498K | Sell |
16,878
-222
| -1% | -$6.55K | 0.21% | 86 |
|
|
2020
Q3 | $458K | Buy |
+17,100
| New | +$458K | 0.24% | 84 |
|