Rational Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20,675
| Closed | -$1.03M | – | 279 |
|
|
2022
Q4 | $1.03M | Buy |
20,675
+10,709
| +107% | +$534K | 0.09% | 72 |
|
|
2022
Q3 | $438K | Buy |
+9,966
| New | +$438K | 0.03% | 99 |
|
|
2020
Q4 | – | Sell |
-836
| Closed | -$22K | – | 408 |
|
|
2020
Q3 | $22K | Buy |
836
+762
| +1,030% | +$20.1K | 0.01% | 224 |
|
|
2020
Q2 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 478 |
|
|
2019
Q4 | – | Sell |
-2,555
| Closed | -$83K | – | 557 |
|
|
2019
Q3 | $83K | Buy |
+2,555
| New | +$83K | 0.03% | 308 |
|