SIM
Sentry Investment Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84K | Hold |
839
| – | – | 0.05% | 310 |
|
|
2025
Q1 | $65K | Sell |
839
-251
| -23% | -$19.4K | 0.04% | 321 |
|
|
2024
Q4 | $115K | Sell |
1,090
-178
| -14% | -$18.8K | 0.05% | 282 |
|
|
2024
Q3 | $151K | Hold |
1,268
| – | – | 0.06% | 267 |
|
|
2024
Q2 | $114K | Sell |
1,268
-260
| -17% | -$23.4K | 0.05% | 295 |
|
|
2024
Q1 | $123K | Hold |
1,528
| – | – | 0.05% | 314 |
|
|
2023
Q4 | $107K | Sell |
1,528
-164
| -10% | -$11.5K | 0.05% | 327 |
|
|
2023
Q3 | $101K | Sell |
1,692
-200
| -11% | -$11.9K | 0.05% | 335 |
|
|
2023
Q2 | $108K | Hold |
1,892
| – | – | 0.04% | 371 |
|
|
2023
Q1 | $100K | Sell |
1,892
-140
| -7% | -$7.4K | 0.04% | 363 |
|
|
2022
Q4 | $101K | Buy |
2,032
+54
| +3% | +$2.68K | 0.04% | 367 |
|
|
2022
Q3 | $87K | Hold |
1,978
| – | – | 0.04% | 381 |
|
|
2022
Q2 | $96K | Sell |
1,978
-385
| -16% | -$18.7K | 0.04% | 375 |
|
|
2022
Q1 | $131K | Sell |
2,363
-397
| -14% | -$22K | 0.04% | 377 |
|
|
2021
Q4 | $144K | Buy |
2,760
+401
| +17% | +$20.9K | 0.04% | 385 |
|
|
2021
Q3 | $102K | Buy |
2,359
+2,338
| +11,133% | +$101K | 0.03% | 443 |
|
|
2021
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 489 |
|
|
2020
Q3 | – | Sell |
-17,181
| Closed | -$448K | – | 456 |
|
|
2020
Q2 | $448K | Buy |
+17,181
| New | +$448K | 0.03% | 408 |
|
|
2020
Q1 | – | Sell |
-17,876
| Closed | -$570K | – | 454 |
|
|
2019
Q4 | $570K | Buy |
+17,876
| New | +$570K | 0.03% | 377 |
|
|
2017
Q3 | – | Sell |
-595
| Closed | -$20K | – | 509 |
|
|
2017
Q2 | $20K | Hold |
595
| – | – | ﹤0.01% | 515 |
|
|
2017
Q1 | $21K | Sell |
595
-38
| -6% | -$1.34K | ﹤0.01% | 510 |
|
|
2016
Q4 | $21K | Hold |
633
| – | – | ﹤0.01% | 513 |
|
|
2016
Q3 | $24K | Sell |
633
-2,902
| -82% | -$110K | ﹤0.01% | 513 |
|
|
2016
Q2 | $141K | Hold |
3,535
| – | – | 0.01% | 496 |
|
|
2016
Q1 | $120K | Hold |
3,535
| – | – | 0.01% | 495 |
|
|
2015
Q4 | $95K | Sell |
3,535
-5,449
| -61% | -$146K | ﹤0.01% | 497 |
|
|
2015
Q3 | $279K | Hold |
8,984
| – | – | 0.01% | 467 |
|
|
2015
Q2 | $279K | Hold |
8,984
| – | – | 0.01% | 506 |
|
|
2015
Q1 | $328K | Hold |
8,984
| – | – | 0.02% | 482 |
|
|
2014
Q4 | $347K | Buy |
8,984
+606
| +7% | +$23.4K | 0.02% | 458 |
|
|
2014
Q3 | $274K | Sell |
8,378
-1,032
| -11% | -$33.8K | 0.01% | 495 |
|
|
2014
Q2 | $334K | Sell |
9,410
-690
| -7% | -$24.5K | 0.02% | 477 |
|
|
2014
Q1 | $278K | Hold |
10,100
| – | – | 0.01% | 487 |
|
|
2013
Q4 | $307K | Hold |
10,100
| – | – | 0.02% | 487 |
|
|
2013
Q3 | $273K | Buy |
10,100
+2,400
| +31% | +$64.9K | 0.02% | 489 |
|
|
2013
Q2 | $205K | Buy |
+7,700
| New | +$205K | 0.01% | 471 |
|