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Selective Wealth Management’s Iron Mountain IRM Stock Holding History

Selective Wealth Management’s Portfolio IRM Stock Details IRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,746
Closed -$165K – 415
2022
Q3 		$165K Sell
3,746
-1,138
-23% -$50.1K 0.07% 150
2022
Q2 		$238K Buy
4,884
+459
+10% +$22.4K 0.08% 126
2022
Q1 		$245K Buy
+4,425
New +$245K 0.09% 112