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Roberts Wealth Advisors’s Iron Mountain IRM Stock Holding History

Roberts Wealth Advisors’s Portfolio IRM Stock Details IRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-40,424
Closed -$2.12M – 94
2021
Q4 		$2.12M Sell
40,424
-1,788
-4% -$93.5K 0.76% 43
2021
Q3 		$1.83M Buy
+42,212
New +$1.83M 0.73% 46