TNAM
Terra Nova Asset Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,890
| Closed | -$3.46M | – | 88 |
|
|
2024
Q4 | $3.46M | Buy |
32,890
+206
| +0.6% | +$21.7K | 2.63% | 9 |
|
|
2024
Q3 | $3.88M | Buy |
32,684
+275
| +0.8% | +$32.7K | 2.88% | 5 |
|
|
2024
Q2 | $2.9M | Buy |
32,409
+120
| +0.4% | +$10.8K | 2.29% | 10 |
|
|
2024
Q1 | $2.59M | Buy |
32,289
+3,700
| +13% | +$297K | 2.06% | 17 |
|
|
2023
Q4 | $2M | Buy |
28,589
+7,505
| +36% | +$525K | 1.75% | 21 |
|
|
2023
Q3 | $1.2M | Hold |
21,084
| – | – | 1.09% | 42 |
|
|
2023
Q2 | $1.2M | Buy |
21,084
+338
| +2% | +$19.2K | 1.09% | 42 |
|
|
2023
Q1 | $1.1M | Buy |
20,746
+687
| +3% | +$36.4K | 1.08% | 44 |
|
|
2022
Q4 | $1,000K | Buy |
20,059
+1,994
| +11% | +$99.4K | 1.05% | 44 |
|
|
2022
Q3 | $794K | Sell |
18,065
-39
| -0.2% | -$1.71K | 0.87% | 49 |
|
|
2022
Q2 | $881K | Buy |
+18,104
| New | +$881K | 0.98% | 42 |
|
|
2018
Q4 | $1.45M | Buy |
44,590
+10,650
| +31% | +$345K | 3.89% | 5 |
|
|
2018
Q3 | $1.17M | Buy |
+33,940
| New | +$1.17M | 1.77% | 28 |
|
|
2017
Q1 | – | Sell |
-19,055
| Closed | -$619K | – | 73 |
|
|
2016
Q4 | $619K | Sell |
19,055
-765
| -4% | -$24.9K | 1.25% | 35 |
|
|
2016
Q3 | $744K | Buy |
+19,820
| New | +$744K | 1.62% | 27 |
|
|
2016
Q2 | – | Sell |
-22,345
| Closed | -$758K | – | 87 |
|
|
2016
Q1 | $758K | Buy |
22,345
+1,000
| +5% | +$33.9K | 0.89% | 45 |
|
|
2015
Q4 | $577K | Hold |
21,345
| – | – | 0.64% | 49 |
|
|
2015
Q3 | $662K | Sell |
21,345
-54,547
| -72% | -$1.69M | 0.59% | 45 |
|
|
2015
Q2 | $2.35M | Buy |
75,892
+6,353
| +9% | +$197K | 1.93% | 18 |
|
|
2015
Q1 | $2.54M | Buy |
+69,539
| New | +$2.54M | 2.1% | 11 |
|