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Legacy Advisors’s Iron Mountain IRM Stock Holding History

Legacy Advisors’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,940
Closed -$205K – 450
2024
Q4 		$205K Buy
1,940
+39
+2% +$4.13K 0.02% 387
2024
Q3 		$227K Buy
+1,901
New +$227K 0.02% 342