Caldwell Trust’s Iron Mountain IRM Stock Holding History

Caldwell Trust’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-350
2023 Q2	$19.9K	Hold	350
2023 Q1	$18.5K	Hold	350
2022 Q4	$17.4K	Buy	+350