Sonora Investment Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $4.11M | Sell |
94,509
-1,955
| -2% | -$84.9K | 0.51% | 64 |
|
2021
Q2 | $4.08M | Buy |
96,464
+885
| +0.9% | +$37.5K | 0.53% | 66 |
|
2021
Q1 | $3.54M | Sell |
95,579
-900
| -0.9% | -$33.3K | 0.28% | 113 |
|
2020
Q4 | $2.84M | Buy |
96,479
+4,280
| +5% | +$126K | 0.24% | 113 |
|
2020
Q3 | $2.47M | Buy |
92,199
+52,760
| +134% | +$1.41M | 0.23% | 111 |
|
2020
Q2 | $1.03M | Buy |
39,439
+10,915
| +38% | +$285K | 0.11% | 151 |
|
2020
Q1 | $679K | Buy |
28,524
+14,304
| +101% | +$341K | 0.08% | 161 |
|
2019
Q4 | $453K | Buy |
14,220
+400
| +3% | +$12.7K | 0.04% | 193 |
|
2019
Q3 | $448K | Buy |
13,820
+1,205
| +10% | +$39.1K | 0.05% | 190 |
|
2019
Q2 | $395K | Buy |
12,615
+7,065
| +127% | +$221K | 0.04% | 197 |
|
2019
Q1 | $197K | Buy |
5,550
+200
| +4% | +$7.1K | 0.02% | 234 |
|
2018
Q4 | $173K | Buy |
5,350
+425
| +9% | +$13.7K | 0.03% | 230 |
|
2018
Q3 | $170K | Hold |
4,925
| – | – | 0.02% | 224 |
|
2018
Q2 | $172K | Buy |
+4,925
| New | +$172K | 0.03% | 216 |
|