Wallace 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,714
| Closed | -$216K | – | 75 |
|
|
2017
Q4 | $216K | Hold |
5,714
| – | – | 0.03% | 68 |
|
|
2017
Q3 | $222K | Buy |
+5,714
| New | +$222K | 0.04% | 68 |
|
|
2017
Q2 | – | Sell |
-5,714
| Closed | -$204K | – | 71 |
|
|
2017
Q1 | $204K | Buy |
+5,714
| New | +$204K | 0.03% | 64 |
|
|
2016
Q4 | – | Sell |
-5,714
| Closed | -$215K | – | 68 |
|
|
2016
Q3 | $215K | Sell |
5,714
-90
| -2% | -$3.39K | 0.04% | 59 |
|
|
2016
Q2 | $231K | Buy |
+5,804
| New | +$231K | 0.04% | 57 |
|
|
2015
Q4 | – | Sell |
-7,382
| Closed | -$229K | – | 54 |
|
|
2015
Q3 | $229K | Hold |
7,382
| – | – | 0.04% | 50 |
|
|
2015
Q2 | $229K | Hold |
7,382
| – | – | 0.04% | 52 |
|
|
2015
Q1 | $269K | Sell |
7,382
-3,734
| -34% | -$136K | 0.05% | 52 |
|
|
2014
Q4 | $430K | Buy |
11,116
+743
| +7% | +$28.7K | 0.08% | 45 |
|
|
2014
Q3 | $339K | Sell |
10,373
-3,626
| -26% | -$119K | 0.07% | 46 |
|
|
2014
Q2 | $459K | Sell |
13,999
-133,588
| -91% | -$4.38M | 0.1% | 46 |
|
|
2014
Q1 | $3.76M | Buy |
147,587
+1,184
| +0.8% | +$30.2K | 0.82% | 30 |
|
|
2013
Q4 | $4.11M | Buy |
146,403
+768
| +0.5% | +$21.5K | 0.95% | 29 |
|
|
2013
Q3 | $3.64M | Buy |
145,635
+4,063
| +3% | +$101K | 1% | 29 |
|
|
2013
Q2 | $3.48M | Buy |
+141,572
| New | +$3.48M | 1.05% | 29 |
|