Simplicity Solutions’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.13M | Buy |
16,185
+1,379
| +9% | +$96.5K | 0.03% | 412 |
|
|
2023
Q3 | $880K | Sell |
14,806
-103
| -0.7% | -$6.12K | 0.03% | 447 |
|
|
2023
Q2 | $847K | Sell |
14,909
-7,172
| -32% | -$408K | 0.02% | 505 |
|
|
2023
Q1 | $1.17M | Buy |
22,081
+3,140
| +17% | +$166K | 0.03% | 442 |
|
|
2022
Q4 | $944K | Sell |
18,941
-2,026
| -10% | -$101K | 0.13% | 203 |
|
|
2022
Q3 | $922K | Buy |
20,967
+12,085
| +136% | +$531K | 0.13% | 186 |
|
|
2022
Q2 | $432K | Buy |
8,882
+2,604
| +41% | +$127K | 0.06% | 339 |
|
|
2022
Q1 | $348K | Sell |
6,278
-4,870
| -44% | -$270K | 0.04% | 399 |
|
|
2021
Q4 | $584K | Sell |
11,148
-4,717
| -30% | -$247K | 0.07% | 342 |
|
|
2021
Q3 | $689K | Buy |
15,865
+4,546
| +40% | +$197K | 0.11% | 213 |
|
|
2021
Q2 | $479K | Buy |
11,319
+1,926
| +21% | +$81.5K | 0.09% | 235 |
|
|
2021
Q1 | $348K | Buy |
9,393
+263
| +3% | +$9.74K | 0.08% | 282 |
|
|
2020
Q4 | $269K | Sell |
9,130
-196
| -2% | -$5.78K | ﹤0.01% | 810 |
|
|
2020
Q3 | $250K | Sell |
9,326
-24,046
| -72% | -$645K | ﹤0.01% | 762 |
|
|
2020
Q2 | $871K | Sell |
33,372
-34,135
| -51% | -$891K | 0.02% | 503 |
|
|
2020
Q1 | $1.61M | Sell |
67,507
-18,406
| -21% | -$438K | 0.05% | 251 |
|
|
2019
Q4 | $2.74M | Buy |
85,913
+27,665
| +47% | +$882K | 0.08% | 194 |
|
|
2019
Q3 | $1.89M | Buy |
58,248
+10,390
| +22% | +$336K | 0.08% | 194 |
|
|
2019
Q2 | $1.5M | Buy |
+47,858
| New | +$1.5M | 0.06% | 194 |
|
|
2018
Q4 | – | Sell |
-12,938
| Closed | -$447K | – | 703 |
|
|
2018
Q3 | $447K | Buy |
12,938
+633
| +5% | +$21.9K | 0.03% | 290 |
|
|
2018
Q2 | $431K | Buy |
12,305
+373
| +3% | +$13.1K | 0.03% | 279 |
|
|
2018
Q1 | $392K | Buy |
11,932
+1,846
| +18% | +$60.6K | 0.03% | 237 |
|
|
2017
Q4 | $381K | Buy |
10,086
+535
| +6% | +$20.2K | 0.04% | 253 |
|
|
2017
Q3 | $372K | Buy |
9,551
+1,090
| +13% | +$42.5K | 0.25% | 113 |
|
|
2017
Q2 | $291K | Buy |
8,461
+1,425
| +20% | +$49K | 0.03% | 324 |
|
|
2017
Q1 | $251K | Buy |
+7,036
| New | +$251K | 0.04% | 327 |
|
|
2016
Q3 | – | Sell |
-5,196
| Closed | -$207K | – | 250 |
|
|
2016
Q2 | $207K | Buy |
+5,196
| New | +$207K | 0.11% | 205 |
|