Saturna Capital’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-546
| Closed | -$15K | – | 239 |
|
2015
Q4 | $15K | Hold |
546
| – | – | ﹤0.01% | 297 |
|
2015
Q3 | $17K | Hold |
546
| – | – | ﹤0.01% | 318 |
|
2015
Q2 | $17K | Hold |
546
| – | – | ﹤0.01% | 317 |
|
2015
Q1 | $20K | Hold |
546
| – | – | ﹤0.01% | 314 |
|
2014
Q4 | $21K | Buy |
546
+50
| +10% | +$1.92K | ﹤0.01% | 319 |
|
2014
Q3 | $16K | Sell |
496
-41
| -8% | -$1.32K | ﹤0.01% | 366 |
|
2014
Q2 | $18K | Hold |
537
| – | – | ﹤0.01% | 362 |
|
2014
Q1 | $14K | Hold |
537
| – | – | ﹤0.01% | 334 |
|
2013
Q4 | $15K | Hold |
537
| – | – | ﹤0.01% | 327 |
|
2013
Q3 | $13K | Hold |
537
| – | – | ﹤0.01% | 341 |
|
2013
Q2 | $13K | Buy |
+537
| New | +$13K | ﹤0.01% | 347 |
|