Secured Retirement Advisors’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,967
Closed -$207K 141
2024
Q4
$207K Buy
1,967
+120
+6% +$12.6K 0.12% 135
2024
Q3
$219K Buy
+1,847
New +$219K 0.16% 106