Stockman Wealth 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
Q2 | – | Sell |
-10,000
| Closed | -$370K | – | 199 |
|
|
2021
Q1 | $370K | Hold |
10,000
| – | – | 0.1% | 128 |
|
|
2020
Q4 | $295K | Hold |
10,000
| – | – | 0.09% | 133 |
|
|
2020
Q3 | $268K | Hold |
10,000
| – | – | 0.1% | 129 |
|
|
2020
Q2 | $261K | Hold |
10,000
| – | – | 0.1% | 126 |
|
|
2020
Q1 | $238K | Hold |
10,000
| – | – | 0.11% | 120 |
|
|
2019
Q4 | $319K | Hold |
10,000
| – | – | 0.11% | 129 |
|
|
2019
Q3 | $324K | Hold |
10,000
| – | – | 0.12% | 119 |
|
|
2019
Q2 | $313K | Hold |
10,000
| – | – | 0.13% | 116 |
|
|
2019
Q1 | $355K | Hold |
10,000
| – | – | 0.16% | 104 |
|
|
2018
Q4 | $324K | Hold |
10,000
| – | – | 0.15% | 105 |
|
|
2018
Q3 | $345K | Buy |
+10,000
| New | +$345K | 0.15% | 109 |
|