SEI Trust Company’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $890K | Buy |
27,264
+10,079
| +59% | +$329K | 0.01% | 936 |
|
|
2014
Q2 | $563K | Buy |
17,185
+14,467
| +532% | +$474K | 0.01% | 1071 |
|
|
2014
Q1 | $69K | Buy |
+2,718
| New | +$69K | ﹤0.01% | 1497 |
|
|
2013
Q4 | – | Sell |
-26,293
| Closed | -$657K | – | 1644 |
|
|
2013
Q3 | $657K | Sell |
26,293
-37,870
| -59% | -$946K | 0.01% | 1012 |
|
|
2013
Q2 | $1.58M | Buy |
+64,163
| New | +$1.58M | 0.02% | 624 |
|