SW
IRM icon

Simplicity Wealth’s Iron Mountain IRM Stock Holding History

Simplicity Wealth’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,766
Closed -$1.41M – 835
2024
Q2 		$1.41M Sell
15,766
-755
-5% -$67.7K 0.03% 428
2024
Q1 		$1.33M Buy
+16,521
New +$1.33M 0.03% 448