Financial Gravity Asset Management’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10	Closed	-$777	–	1945
2024 Q1	$777	Sell	10 -297	-97%	-$21.5K	﹤0.01%	1281
2023 Q4	$17.9K	Buy	307 +1	+0.3%	+$63	﹤0.01%	703
2023 Q3	$17.8K	Buy	306 +249	+437%	+$15.2K	﹤0.01%	555
2023 Q2	$362	Buy	+57	New	+$3.12K	﹤0.01%	1049
2023 Q1	–	Sell	-50	Closed	-$677	–	1396
2022 Q4	$677	Sell	50 -654	-93%	-$33K	﹤0.01%	745
2022 Q3	$2.04K	Buy	+704	New	+$35.6K	0.07%	291
2019 Q2	–	Sell	-7	Closed	-$229	–	1441
2019 Q1	$0	Buy	+7	New	+$247	﹤0.01%	1425
2018 Q3	$6K	Sell	185 -155	-46%	-$5.52K	0.01%	685
2018 Q2	$12K	Buy	340 +288	+554%	+$9.73K	0.01%	535
2018 Q1	$2K	Buy	+52	New	+$1.75K	﹤0.01%	961