Kingswood Wealth Advisors’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-13,299	Closed	-$1.19M	–	710
2024 Q2	$1.19M	Buy	13,299 +8,434	+173%	+$756K	0.11%	201
2024 Q1	$390K	Sell	4,865 -421	-8%	-$33.8K	0.05%	412
2023 Q4	$370K	Sell	5,286 -23	-0.4%	-$1.61K	0.04%	413
2023 Q3	$316K	Buy	+5,309	New	+$316K	0.05%	321