Lake Street Advisors Group’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-23,363	Closed	-$818K	–	268
2018 Q2	$818K	Buy	23,363 +2,013	+9%	+$70.5K	0.08%	103
2018 Q1	$702K	Sell	21,350 -13,202	-38%	-$434K	0.08%	96
2017 Q4	$1.3M	Buy	+34,552	New	+$1.3M	0.15%	53