CWM
Compass Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-525
| Closed | -$45.2K | – | 273 |
|
|
2025
Q1 | $45.2K | Hold |
525
| – | – | 0.01% | 256 |
|
|
2024
Q4 | $55.2K | Hold |
525
| – | – | 0.01% | 235 |
|
|
2024
Q3 | $62.4K | Hold |
525
| – | – | 0.01% | 233 |
|
|
2024
Q2 | $47.1K | Hold |
525
| – | – | 0.01% | 254 |
|
|
2024
Q1 | $42.1K | Hold |
525
| – | – | 0.01% | 264 |
|
|
2023
Q4 | $36.7K | Hold |
525
| – | – | 0.01% | 271 |
|
|
2023
Q3 | $31.2K | Hold |
525
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $29.8K | Hold |
525
| – | – | 0.01% | 290 |
|
|
2023
Q1 | $27.8K | Hold |
525
| – | – | 0.01% | 298 |
|
|
2022
Q4 | $26.2K | Buy |
+525
| New | +$26.2K | 0.01% | 291 |
|