RWB
RMR Wealth Builders’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Hold |
3,650
| – | – | 0.03% | 192 |
|
|
2025
Q1 | $317K | Sell |
3,650
-102
| -3% | -$8.86K | 0.03% | 197 |
|
|
2024
Q4 | $394K | Sell |
3,752
-139
| -4% | -$14.6K | 0.04% | 177 |
|
|
2024
Q3 | $465K | Sell |
3,891
-253
| -6% | -$30.2K | 0.05% | 160 |
|
|
2024
Q2 | $371K | Sell |
4,144
-542
| -12% | -$48.6K | 0.04% | 180 |
|
|
2024
Q1 | $377K | Buy |
+4,686
| New | +$377K | 0.05% | 179 |
|