Winfield Associates’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 | $703K | Sell |
12,680
-160
| -1% | -$8.87K | 0.25% | 85 |
|
|
2021
Q4 | $672K | Buy |
12,840
+60
| +0.5% | +$3.14K | 0.22% | 92 |
|
|
2021
Q3 | $555K | Buy |
12,780
+900
| +8% | +$39.1K | 0.21% | 93 |
|
|
2021
Q2 | $503K | Sell |
11,880
-100
| -0.8% | -$4.23K | 0.19% | 100 |
|
|
2021
Q1 | $443K | Sell |
11,980
-560
| -4% | -$20.7K | 0.18% | 101 |
|
|
2020
Q4 | $370K | Buy |
12,540
+3,915
| +45% | +$116K | 0.16% | 97 |
|
|
2020
Q3 | $231K | Sell |
8,625
-610
| -7% | -$16.3K | 0.11% | 110 |
|
|
2020
Q2 | $241K | Sell |
9,235
-135
| -1% | -$3.52K | 0.12% | 104 |
|
|
2020
Q1 | $223K | Buy |
9,370
+50
| +0.5% | +$1.19K | 0.14% | 98 |
|
|
2019
Q4 | $297K | Buy |
9,320
+835
| +10% | +$26.6K | 0.14% | 103 |
|
|
2019
Q3 | $275K | Buy |
+8,485
| New | +$275K | 0.13% | 105 |
|