Principle Wealth Partners’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,350	Closed	-$374K	–	348
2023 Q4	$374K	Sell	5,350 -10	-0.2%	-$627	0.03%	246
2023 Q3	$319K	Sell	5,360 -885	-14%	-$54.1K	0.03%	254
2023 Q2	$355K	Hold	6,245	–	–	0.04%	241
2023 Q1	$330K	Buy	6,245 +195	+3%	+$10.2K	0.04%	245
2022 Q4	$302K	Hold	6,050	–	–	0.03%	247
2022 Q3	$266	Hold	6,050	–	–	0.03%	246
2022 Q2	$295K	Sell	6,050 -1,060	-15%	-$55.8K	0.04%	250
2022 Q1	$394K	Hold	7,110	–	–	0.04%	229
2021 Q4	$372K	Hold	7,110	–	–	0.04%	239
2021 Q3	$309K	Hold	7,110	–	–	0.04%	246
2021 Q2	$301K	Buy	+7,110	New	+$298K	0.03%	255
2020 Q3	–	Sell	-5,820	Closed	-$152K	–	287
2020 Q2	$152K	Buy	+5,820	New	+$147K	0.04%	169