Core Wealth Advisors’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-43	Closed	-$3.45K	–	139
2024 Q1	$3.45K	Hold	43	–	–	﹤0.01%	232
2023 Q4	$3.01K	Buy	+43	New	+$3.01K	﹤0.01%	234
2021 Q1	–	Sell	-1,717	Closed	-$51K	–	187
2020 Q4	$51K	Buy	+1,717	New	+$51K	0.05%	51