Symons Capital 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
Q1 | – | Sell |
-126,462
| Closed | -$3.73M | – | 90 |
|
2020
Q4 | $3.73M | Sell |
126,462
-2,812
| -2% | -$82.9K | 2.06% | 22 |
|
2020
Q3 | $3.46M | Sell |
129,274
-5,902
| -4% | -$158K | 2.13% | 19 |
|
2020
Q2 | $3.53M | Sell |
135,176
-260
| -0.2% | -$6.79K | 2.24% | 20 |
|
2020
Q1 | $3.22M | Buy |
+135,436
| New | +$3.22M | 1.88% | 22 |
|
2019
Q3 | – | Sell |
-154,982
| Closed | -$4.85M | – | 78 |
|
2019
Q2 | $4.85M | Sell |
154,982
-6,308
| -4% | -$197K | 2.01% | 26 |
|
2019
Q1 | $5.72M | Sell |
161,290
-4,477
| -3% | -$159K | 2.46% | 21 |
|
2018
Q4 | $5.37M | Buy |
+165,767
| New | +$5.37M | 2.23% | 17 |
|
2016
Q2 | – | Sell |
-586,854
| Closed | -$19.9M | – | 68 |
|
2016
Q1 | $19.9M | Sell |
586,854
-1,500
| -0.3% | -$50.9K | 4.95% | 5 |
|
2015
Q4 | $15.9M | Sell |
588,354
-8,425
| -1% | -$228K | 3.91% | 9 |
|
2015
Q3 | $18.5M | Buy |
+596,779
| New | +$18.5M | 4.98% | 2 |
|