Wellington Shields 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
Q4 | – | Sell |
-6,900
| Closed | -$238K | – | 294 |
|
|
2018
Q3 | $238K | Buy |
+6,900
| New | +$238K | 0.04% | 277 |
|
|
2014
Q4 | – | Sell |
-12,300
| Closed | -$402K | – | 347 |
|
|
2014
Q3 | $402K | Sell |
12,300
-1,009
| -8% | -$33K | 0.07% | 239 |
|
|
2014
Q2 | $436K | Sell |
13,309
-1,839
| -12% | -$60.2K | 0.07% | 240 |
|
|
2014
Q1 | $386K | Hold |
15,148
| – | – | 0.07% | 235 |
|
|
2013
Q4 | $425K | Buy |
15,148
+325
| +2% | +$9.12K | 0.08% | 204 |
|
|
2013
Q3 | $370K | Buy |
14,823
+216
| +1% | +$5.39K | 0.07% | 212 |
|
|
2013
Q2 | $359K | Buy |
+14,607
| New | +$359K | 0.06% | 230 |
|