1858 Wealth Management’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,716	Closed	-$204K	–	129
2024 Q3	$204K	Sell	1,716 -816	-32%	-$97K	0.17%	120
2024 Q2	$227K	Buy	+2,532	New	+$227K	0.19%	105