SWM
Seed Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
2,530
-90
| -3% | -$9.23K | 0.19% | 122 |
|
|
2025
Q1 | $225K | Hold |
2,620
| – | – | 0.18% | 136 |
|
|
2024
Q4 | $275K | Hold |
2,620
| – | – | 0.22% | 110 |
|
|
2024
Q3 | $311K | Hold |
2,620
| – | – | 0.25% | 101 |
|
|
2024
Q2 | $235K | Hold |
2,620
| – | – | 0.2% | 125 |
|
|
2024
Q1 | $208K | Buy |
+2,620
| New | +$208K | 0.2% | 140 |
|