Dogwood Wealth Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37K | Buy |
74
+54
| +270% | +$5.38K | ﹤0.01% | 334 |
|
|
2025
Q1 | $1.73K | Buy |
+20
| New | +$1.73K | ﹤0.01% | 367 |
|
|
2024
Q4 | – | Hold |
0
| – | -$3 | – | 475 |
|
|
2024
Q3 | – | Hold |
0
| – | -$2 | – | 406 |
|
|
2024
Q2 | – | Hold |
0
| – | -$2 | – | 500 |
|
|
2024
Q1 | – | Hold |
0
| – | -$3 | – | 500 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 477 |
|