Avitas 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
2018
Q4
Sell
-60,219
Closed -$2.08M 166
2018
Q3
$2.08M Buy
60,219
+2,745
+5% +$94.8K 0.59% 79
2018
Q2
$2.01M Buy
+57,474
New +$2.01M 0.63% 77