Rowland Carmichael Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $449K | Sell |
15,217
-13,458
| -47% | -$397K | 0.14% | 156 |
|
|
2020
Q3 | $768K | Sell |
28,675
-3,062
| -10% | -$82K | 0.3% | 86 |
|
|
2020
Q2 | $828K | Sell |
31,737
-673
| -2% | -$17.6K | 0.35% | 71 |
|
|
2020
Q1 | $771K | Sell |
32,410
-543
| -2% | -$12.9K | 0.39% | 60 |
|
|
2019
Q4 | $1.05M | Buy |
32,953
+3,375
| +11% | +$108K | 0.36% | 57 |
|
|
2019
Q3 | $958K | Buy |
29,578
+3,900
| +15% | +$126K | 0.33% | 73 |
|
|
2019
Q2 | $804K | Buy |
25,678
+8,665
| +51% | +$271K | 0.28% | 102 |
|
|
2019
Q1 | $603K | Buy |
17,013
+8,160
| +92% | +$289K | 0.22% | 127 |
|
|
2018
Q4 | $287K | Buy |
+8,853
| New | +$287K | 0.13% | 178 |
|