Washington Trust Bank’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,164
| Closed | -$231K | – | 230 |
|
|
2022
Q1 | $231K | Sell |
4,164
-2,355
| -36% | -$112K | 0.03% | 203 |
|
|
2021
Q4 | $341K | Sell |
6,519
-60
| -0.9% | -$2.84K | 0.03% | 168 |
|
|
2021
Q3 | $286K | Sell |
6,579
-1,021
| -13% | -$46K | 0.03% | 155 |
|
|
2021
Q2 | $322K | Buy |
7,600
+422
| +6% | +$17.7K | 0.04% | 140 |
|
|
2021
Q1 | $266K | Buy |
+7,178
| New | +$240K | 0.03% | 151 |
|
|
2020
Q4 | – | Sell |
-7,985
| Closed | -$214K | – | 188 |
|
|
2020
Q3 | $214K | Sell |
7,985
-362
| -4% | -$10.3K | 0.03% | 156 |
|
|
2020
Q2 | $218K | Sell |
8,347
-3,340
| -29% | -$84.3K | 0.03% | 162 |
|
|
2020
Q1 | $278K | Buy |
11,687
+1,417
| +14% | +$42.9K | 0.05% | 131 |
|
|
2019
Q4 | $327K | Sell |
10,270
-1,320
| -11% | -$43.3K | 0.05% | 155 |
|
|
2019
Q3 | $375K | Buy |
11,590
+407
| +4% | +$12.8K | 0.06% | 134 |
|
|
2019
Q2 | $350K | Sell |
11,183
-689
| -6% | -$22.6K | 0.06% | 146 |
|
|
2019
Q1 | $421K | Buy |
11,872
+9,864
| +491% | +$348K | 0.07% | 125 |
|
|
2018
Q4 | $65K | Hold |
2,008
| – | – | 0.01% | 312 |
|
|
2018
Q3 | $69K | Hold |
2,008
| – | – | 0.01% | 332 |
|
|
2018
Q2 | $70K | Hold |
2,008
| – | – | 0.01% | 350 |
|
|
2018
Q1 | $66K | Sell |
2,008
-9,625
| -83% | -$324K | 0.01% | 365 |
|
|
2017
Q4 | $438K | Buy |
11,633
+1,934
| +20% | +$76.7K | 0.06% | 153 |
|
|
2017
Q3 | $377K | Sell |
9,699
-286
| -3% | -$10.7K | 0.06% | 154 |
|
|
2017
Q2 | $343K | Hold |
9,985
| – | – | 0.07% | 149 |
|
|
2017
Q1 | $356K | Buy |
9,985
+6,600
| +195% | +$234K | 0.08% | 147 |
|
|
2016
Q4 | $110K | Buy |
3,385
+1,931
| +133% | +$64.2K | 0.02% | 274 |
|
|
2016
Q3 | $55K | Sell |
1,454
-150
| -9% | -$5.79K | 0.01% | 356 |
|
|
2016
Q2 | $64K | Buy |
1,604
+415
| +35% | +$15.1K | 0.02% | 329 |
|
|
2016
Q1 | $40K | Buy |
1,189
+1,081
| +1,001% | +$31K | 0.01% | 406 |
|
|
2015
Q4 | $3K | Hold |
108
| – | – | ﹤0.01% | 682 |
|
|
2015
Q3 | $3K | Hold |
108
| – | – | ﹤0.01% | 713 |
|
|
2015
Q2 | $3K | Buy |
+108
| New | +$3.78K | ﹤0.01% | 743 |
|
|
2015
Q1 | – | Sell |
-508
| Closed | -$20K | – | 833 |
|
|
2014
Q4 | $20K | Buy |
508
+46
| +10% | +$1.67K | 0.01% | 614 |
|
|
2014
Q3 | $15K | Sell |
462
-38
| -8% | -$1.23K | ﹤0.01% | 642 |
|
|
2014
Q2 | $16K | Hold |
500
| – | – | ﹤0.01% | 655 |
|
|
2014
Q1 | $13K | Buy |
+500
| New | +$12.8K | ﹤0.01% | 671 |
|
Other funds holding IRM
