IWA
IBEX Wealth Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,908
| Closed | -$831K | – | 164 |
|
|
2024
Q4 | $831K | Buy |
+7,908
| New | +$831K | 0.1% | 125 |
|
|
2024
Q3 | – | Sell |
-7,111
| Closed | -$637K | – | 172 |
|
|
2024
Q2 | $637K | Buy |
+7,111
| New | +$637K | 0.1% | 86 |
|
|
2024
Q1 | – | Sell |
-7
| Closed | -$496 | – | 132 |
|
|
2023
Q4 | $496 | Sell |
7
-7,441
| -100% | -$527K | 0.11% | 83 |
|
|
2023
Q3 | $443K | Buy |
+7,448
| New | +$443K | 0.11% | 86 |
|