AWM
Activest Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74K | Sell |
17
-16
| -48% | -$1.64K | ﹤0.01% | 706 |
|
|
2025
Q1 | $2.84K | Buy |
+33
| New | +$2.84K | ﹤0.01% | 594 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1053 |
|
|
2023
Q1 | – | Sell |
-2,680
| Closed | -$136K | – | 425 |
|
|
2022
Q4 | $136K | Buy |
2,680
+2,280
| +570% | +$115K | 0.04% | 113 |
|
|
2022
Q3 | $18K | Buy |
+400
| New | +$18K | 0.01% | 262 |
|