TPWA
TRUE Private Wealth Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
2,976
+107
| +4% | +$11K | 0.03% | 204 |
|
|
2025
Q1 | $247K | Sell |
2,869
-663
| -19% | -$57K | 0.03% | 208 |
|
|
2024
Q4 | $371K | Hold |
3,532
| – | – | 0.05% | 157 |
|
|
2024
Q3 | $420K | Sell |
3,532
-677
| -16% | -$80.4K | 0.05% | 136 |
|
|
2024
Q2 | $377K | Sell |
4,209
-110
| -3% | -$9.86K | 0.04% | 199 |
|
|
2024
Q1 | $346K | Sell |
4,319
-3
| -0.1% | -$241 | 0.04% | 213 |
|
|
2023
Q4 | $302K | Sell |
4,322
-2
| -0% | -$140 | 0.04% | 217 |
|
|
2023
Q3 | $257K | Buy |
4,324
+5
| +0.1% | +$297 | 0.04% | 215 |
|
|
2023
Q2 | $245K | Hold |
4,319
| – | – | 0.04% | 203 |
|
|
2023
Q1 | $229K | Sell |
4,319
-6,246
| -59% | -$330K | 0.03% | 201 |
|
|
2022
Q4 | $527K | Buy |
10,565
+3
| +0% | +$150 | 0.08% | 111 |
|
|
2022
Q3 | $464K | Buy |
10,562
+2
| +0% | +$88 | 0.07% | 115 |
|
|
2022
Q2 | $514K | Sell |
10,560
-99
| -0.9% | -$4.82K | 0.07% | 119 |
|
|
2022
Q1 | $582K | Sell |
10,659
-711
| -6% | -$38.8K | 0.08% | 120 |
|
|
2021
Q4 | $595K | Buy |
11,370
+2
| +0% | +$105 | 0.08% | 136 |
|
|
2021
Q3 | $500K | Sell |
11,368
-69,160
| -86% | -$3.04M | 0.07% | 143 |
|
|
2021
Q2 | $3.46M | Sell |
80,528
-17,350
| -18% | -$745K | 0.51% | 36 |
|
|
2021
Q1 | $3.68M | Buy |
97,878
+3,054
| +3% | +$115K | 0.6% | 26 |
|
|
2020
Q4 | $2.85M | Sell |
94,824
-1,882
| -2% | -$56.6K | 0.48% | 34 |
|
|
2020
Q3 | $2.65M | Buy |
96,706
+3,469
| +4% | +$95K | 0.45% | 35 |
|
|
2020
Q2 | $2.49M | Buy |
93,237
+646
| +0.7% | +$17.3K | 0.46% | 40 |
|
|
2020
Q1 | $2.21M | Buy |
92,591
+91,791
| +11,474% | +$2.19M | 0.47% | 41 |
|
|
2019
Q4 | $25K | Buy |
+800
| New | +$25K | ﹤0.01% | 454 |
|