CWP
Core Wealth Partners’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,127
| Closed | -$329K | – | 171 |
|
|
2024
Q4 | $329K | Sell |
3,127
-790
| -20% | -$83K | 0.19% | 111 |
|
|
2024
Q3 | $465K | Buy |
3,917
+12
| +0.3% | +$1.43K | 0.28% | 80 |
|
|
2024
Q2 | $350K | Buy |
3,905
+13
| +0.3% | +$1.17K | 0.24% | 86 |
|
|
2024
Q1 | $312K | Buy |
3,892
+96
| +3% | +$7.7K | 0.24% | 85 |
|
|
2023
Q4 | $266K | Buy |
3,796
+287
| +8% | +$20.1K | 0.22% | 85 |
|
|
2023
Q3 | $209K | Buy |
+3,509
| New | +$209K | 0.19% | 101 |
|