Rockefeller Financial Services’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $20.8M | Buy |
551,480
+77,069
| +16% | +$2.91M | 0.33% | 75 |
|
|
2017
Q3 | $18.5M | Buy |
474,411
+1,006
| +0.2% | +$39.1K | 0.35% | 68 |
|
|
2017
Q2 | $16.3M | Buy |
473,405
+19,359
| +4% | +$665K | 0.32% | 73 |
|
|
2017
Q1 | $16.2M | Buy |
454,046
+98
| +0% | +$3.5K | 0.32% | 69 |
|
|
2016
Q4 | $14.7M | Buy |
453,948
+31
| +0% | +$1.01K | 0.3% | 74 |
|
|
2016
Q3 | $17M | Hold |
453,917
| – | – | 0.36% | 61 |
|
|
2016
Q2 | $18.1M | Sell |
453,917
-4,694
| -1% | -$187K | 0.36% | 53 |
|
|
2016
Q1 | $15.6M | Sell |
458,611
-7,458
| -2% | -$253K | 0.3% | 59 |
|
|
2015
Q4 | $12.6M | Sell |
466,069
-5,585
| -1% | -$151K | 0.24% | 82 |
|
|
2015
Q3 | $14.6M | Buy |
471,654
+4,050
| +0.9% | +$126K | 0.3% | 73 |
|
|
2015
Q2 | $14.5M | Sell |
467,604
-7,401
| -2% | -$229K | 0.3% | 71 |
|
|
2015
Q1 | $17.3M | Buy |
+475,005
| New | +$17.3M | 0.37% | 59 |
|
|
2014
Q3 | – | Sell |
-473,491
| Closed | -$15.5M | – | 538 |
|
|
2014
Q2 | $15.5M | Buy |
473,491
+3,530
| +0.8% | +$116K | 0.35% | 66 |
|
|
2014
Q1 | $12M | Buy |
469,961
+9,727
| +2% | +$248K | 0.26% | 91 |
|
|
2013
Q4 | $12.9M | Buy |
460,234
+313
| +0.1% | +$8.78K | 0.28% | 94 |
|
|
2013
Q3 | $11.5M | Buy |
459,921
+11,954
| +3% | +$299K | 0.27% | 92 |
|
|
2013
Q2 | $11M | Buy |
+447,967
| New | +$11M | 0.26% | 87 |
|