BSW Wealth Partners’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,723	Closed	-$286K	–	320
2024 Q4	$286K	Buy	2,723 +501	+23%	+$52.7K	0.04%	237
2024 Q3	$264K	Buy	+2,222	New	+$264K	0.04%	243