Focused Wealth 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 Q1	–	Sell	-758	Closed	-$53.1K	–	560
2023 Q4	$53.1K	Hold	758	–	–	0.01%	299
2023 Q3	$45.1K	Hold	758	–	–	0.01%	303
2023 Q2	$43.1K	Buy	758 +224	+42%	+$12.3K	0.01%	327
2023 Q1	$28.3K	Sell	534 -87	-14%	-$4.56K	0.01%	384
2022 Q4	$31K	Buy	621 +91	+17%	+$4.59K	0.01%	362
2022 Q3	$23K	Buy	530 +3	+0.6%	+$151	﹤0.01%	372
2022 Q2	$26K	Buy	527 +4	+0.8%	+$210	﹤0.01%	358
2022 Q1	$29K	Buy	523 +3	+0.6%	+$143	﹤0.01%	374
2021 Q4	$27K	Buy	520 +4	+0.8%	+$189	﹤0.01%	452
2021 Q3	$22K	Buy	516 +6	+1%	+$270	﹤0.01%	489
2021 Q2	$22K	Buy	510 +7	+1%	+$294	﹤0.01%	496
2021 Q1	$19K	Buy	503 +4	+0.8%	+$134	﹤0.01%	509
2020 Q4	$15K	Buy	499 +205	+70%	+$5.69K	﹤0.01%	508
2020 Q3	$8K	Buy	294 +4	+1%	+$114	﹤0.01%	540
2020 Q2	$8K	Hold	290	–	–	﹤0.01%	517
2020 Q1	$7K	Hold	290	–	–	﹤0.01%	493
2019 Q4	$9K	Hold	290	–	–	﹤0.01%	508
2019 Q3	$9K	Buy	290 +100	+53%	+$3.14K	﹤0.01%	497
2019 Q2	$6K	Buy	190 +50	+36%	+$1.64K	﹤0.01%	578
2019 Q1	$5K	Hold	140	–	–	﹤0.01%	550
2018 Q4	$5K	Buy	+140	New	+$4.59K	﹤0.01%	543