FinTrust Capital Advisors’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 Q3	$147K	Hold	1,240	–	–	0.02%	362
2024 Q2	$111K	Buy	1,240 +240	+24%	+$19.4K	0.02%	385
2024 Q1	$80.2K	Sell	1,000 -240	-19%	-$17.4K	0.02%	422
2023 Q4	$86.8K	Hold	1,240	–	–	0.02%	394
2023 Q3	$73.7K	Buy	1,240 +240	+24%	+$14.7K	0.02%	401
2023 Q2	$49.9K	Hold	1,000	–	–	0.01%	444
2023 Q1	$49.9K	Hold	1,000	–	–	0.01%	442
2022 Q4	$49.9K	Buy	+1,000	New	+$50.5K	0.01%	443
2021 Q2	–	Sell	-112	Closed	-$4K	–	1192
2021 Q1	$4K	Buy	+112	New	+$3.75K	﹤0.01%	1044
2020 Q1	–	Sell	-300	Closed	-$10K	–	1131
2019 Q4	$10K	Buy	+300	New	+$9.84K	﹤0.01%	743
2019 Q2	–	Sell	-30	Closed	-$1K	–	1148
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	1193
2018 Q4	$1K	Buy	+30	New	+$984	﹤0.01%	1210