Rand Wealth’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-7,497
| Closed | -$244K | – | 214 |
|
|
2016
Q4 | $244K | Sell |
7,497
-1,166
| -13% | -$37.9K | 0.03% | 199 |
|
|
2016
Q3 | $325K | Hold |
8,663
| – | – | 0.04% | 189 |
|
|
2016
Q2 | $345K | Sell |
8,663
-83
| -0.9% | -$3.31K | 0.05% | 187 |
|
|
2016
Q1 | $297K | Hold |
8,746
| – | – | 0.04% | 190 |
|
|
2015
Q4 | $236K | Sell |
8,746
-5,986
| -41% | -$162K | 0.03% | 200 |
|
|
2015
Q3 | $457K | Sell |
14,732
-1,166
| -7% | -$36.2K | 0.07% | 170 |
|
|
2015
Q2 | $493K | Sell |
15,898
-232
| -1% | -$7.19K | 0.07% | 165 |
|
|
2015
Q1 | $588K | Hold |
16,130
| – | – | 0.08% | 158 |
|
|
2014
Q4 | $659K | Buy |
16,130
+895
| +6% | +$36.6K | 0.09% | 154 |
|
|
2014
Q3 | $497K | Sell |
15,235
-1,249
| -8% | -$40.7K | 0.07% | 149 |
|
|
2014
Q2 | $540K | Hold |
16,484
| – | – | 0.08% | 143 |
|
|
2014
Q1 | $420K | Sell |
16,484
-2,356
| -13% | -$60K | 0.07% | 151 |
|
|
2013
Q4 | $528K | Hold |
18,840
| – | – | 0.09% | 142 |
|
|
2013
Q3 | $470K | Buy |
18,840
+9,045
| +92% | +$226K | 0.09% | 145 |
|
|
2013
Q2 | $241K | Buy |
+9,795
| New | +$241K | 0.05% | 170 |
|