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Mindset Wealth Management’s Iron Mountain IRM Stock Holding History

Mindset Wealth Management’s Portfolio IRM Stock Details IRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$769K Sell
7,493
-164
-2% -$16.8K 0.25% 42
2025
Q1 		$659K Buy
7,657
+72
+0.9% +$6.2K 0.26% 46
2024
Q4 		$797K Buy
7,585
+24
+0.3% +$2.52K 0.29% 27
2024
Q3 		$898K Buy
+7,561
New +$898K 0.37% 22