Van Hulzen Asset Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-400
| Closed | -$42K | – | 684 |
|
|
2024
Q4 | $42K | Buy |
+400
| New | +$42K | ﹤0.01% | 533 |
|
|
2022
Q2 | – | Sell |
-4,150
| Closed | -$230K | – | 309 |
|
|
2022
Q1 | $230K | Buy |
+4,150
| New | +$230K | 0.02% | 271 |
|
|
2021
Q4 | – | Sell |
-7,050
| Closed | -$306K | – | 308 |
|
|
2021
Q3 | $306K | Sell |
7,050
-700
| -9% | -$30.4K | 0.05% | 214 |
|
|
2021
Q2 | $328K | Buy |
+7,750
| New | +$328K | 0.05% | 199 |
|