Tradewinds 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-150
| Closed | -$8K | – | 807 |
|
2021
Q4 | $8K | Buy |
150
+35
| +30% | +$1.87K | ﹤0.01% | 525 |
|
2021
Q3 | $5K | Buy |
115
+15
| +15% | +$652 | ﹤0.01% | 552 |
|
2021
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 599 |
|
2015
Q3 | – | Sell |
-390
| Closed | -$12K | – | 675 |
|
2015
Q2 | $12K | Hold |
390
| – | – | 0.01% | 384 |
|
2015
Q1 | $14K | Hold |
390
| – | – | 0.01% | 330 |
|
2014
Q4 | $15K | Buy |
390
+26
| +7% | +$1K | 0.01% | 331 |
|
2014
Q3 | $12K | Sell |
364
-30
| -8% | -$989 | 0.01% | 354 |
|
2014
Q2 | $13K | Hold |
394
| – | – | 0.01% | 352 |
|
2014
Q1 | $10K | Hold |
394
| – | – | 0.01% | 388 |
|
2013
Q4 | $11K | Buy |
+394
| New | +$11K | 0.01% | 363 |
|