Winslow Evans & Crocker’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $49K | Buy |
1,670
+1,600
| +2,286% | +$44.4K | 0.01% | 601 |
|
|
2020
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 1009 |
|
|
2020
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 1034 |
|
|
2020
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 1020 |
|
|
2019
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 1002 |
|
|
2019
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 993 |
|
|
2019
Q2 | $4K | Sell |
70
-28
| -29% | -$918 | ﹤0.01% | 1004 |
|
|
2019
Q1 | $6K | Buy |
98
+28
| +40% | +$989 | ﹤0.01% | 932 |
|
|
2018
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 945 |
|
|
2018
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 960 |
|
|
2018
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 966 |
|
|
2018
Q1 | $2.3K | Hold |
70
| – | – | ﹤0.01% | 1008 |
|
|
2017
Q4 | $2.64K | Hold |
70
| – | – | ﹤0.01% | 1004 |
|
|
2017
Q3 | $2.72K | Hold |
70
| – | – | ﹤0.01% | 999 |
|
|
2017
Q2 | $2.4K | Sell |
70
-962
| -93% | -$33.7K | ﹤0.01% | 1162 |
|
|
2017
Q1 | $36.8K | Hold |
1,032
| – | – | 0.01% | 603 |
|
|
2016
Q4 | $33.5K | Hold |
1,032
| – | – | 0.01% | 627 |
|
|
2016
Q3 | $38.7K | Hold |
1,032
| – | – | 0.01% | 595 |
|
|
2016
Q2 | $41.1K | Hold |
1,032
| – | – | 0.01% | 559 |
|
|
2016
Q1 | $35K | Hold |
1,032
| – | – | 0.01% | 577 |
|
|
2015
Q4 | $27.9K | Hold |
1,032
| – | – | 0.01% | 666 |
|
|
2015
Q3 | $32K | Hold |
1,032
| – | – | 0.01% | 593 |
|
|
2015
Q2 | $32K | Hold |
1,032
| – | – | 0.01% | 652 |
|
|
2015
Q1 | $37.6K | Hold |
1,032
| – | – | 0.01% | 599 |
|
|
2014
Q4 | $39.9K | Buy |
1,032
+70
| +7% | +$2.55K | 0.01% | 581 |
|
|
2014
Q3 | $31.4K | Sell |
962
-620
| -39% | -$20.1K | 0.01% | 654 |
|
|
2014
Q2 | $51.8K | Sell |
1,582
-1,648
| -51% | -$44.7K | 0.02% | 493 |
|
|
2014
Q1 | $82.3K | Sell |
3,230
-10,933
| -77% | -$280K | 0.03% | 398 |
|
|
2013
Q4 | $397K | Buy |
+14,163
| New | +$363K | 0.14% | 178 |
|
Other funds holding IRM
EIP
