CWM

C2C Wealth Management’s Iron Mountain IRM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,973	Closed	-$756K	–	155
2023 Q3	$756K	Sell	12,973 -117	-0.9%	-$6.82K	0.11%	101
2023 Q2	$802K	Sell	13,090 -600	-4%	-$36.8K	0.11%	103
2023 Q1	$742K	Buy	+13,690	New	+$742K	0.12%	105