Tarbox Family Office’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-26
| Closed | -$1K | – | 1161 |
|
|
2020
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1006 |
|
|
2020
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 985 |
|
|
2020
Q2 | $1K | Sell |
26
-16
| -38% | -$404 | ﹤0.01% | 979 |
|
|
2020
Q1 | $1K | Sell |
42
-15
| -26% | -$454 | ﹤0.01% | 884 |
|
|
2019
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 807 |
|
|
2019
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 742 |
|
|
2019
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 743 |
|
|
2019
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 508 |
|
|
2018
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 489 |
|
|
2018
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 515 |
|
|
2018
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 505 |
|
|
2018
Q1 | $2K | Buy |
57
+4
| +8% | +$135 | ﹤0.01% | 510 |
|
|
2017
Q4 | $2K | Hold |
53
| – | – | ﹤0.01% | 498 |
|
|
2017
Q3 | $2K | Buy |
53
+14
| +36% | +$523 | ﹤0.01% | 494 |
|
|
2017
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 536 |
|
|
2017
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 538 |
|
|
2016
Q4 | $1K | Sell |
39
-20
| -34% | -$665 | ﹤0.01% | 508 |
|
|
2016
Q3 | $2K | Buy |
59
+30
| +103% | +$1.16K | ﹤0.01% | 433 |
|
|
2016
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 493 |
|
|
2016
Q1 | $1K | Sell |
29
-24
| -45% | -$689 | ﹤0.01% | 513 |
|
|
2015
Q4 | $1K | Sell |
53
-5
| -9% | -$147 | ﹤0.01% | 477 |
|
|
2015
Q3 | $2K | Buy |
58
+30
| +107% | +$895 | ﹤0.01% | 421 |
|
|
2015
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 458 |
|
|
2015
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 473 |
|
|
2014
Q4 | $1K | Buy |
28
+2
| +8% | +$73 | ﹤0.01% | 467 |
|
|
2014
Q3 | $1K | Sell |
26
-2
| -7% | -$65 | ﹤0.01% | 467 |
|
|
2014
Q2 | $0 | Hold |
28
| – | – | ﹤0.01% | 494 |
|
|
2014
Q1 | $0 | Buy |
+28
| New | +$716 | ﹤0.01% | 518 |
|
Other funds holding IRM
EIP
