Valley Wealth Managers’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,663	Closed	-$278K	–	168
2020 Q2	$278K	Hold	10,663	–	–	0.03%	148
2020 Q1	$254K	Sell	10,663 -5,850	-35%	-$139K	0.03%	148
2019 Q4	$526K	Sell	16,513 -2,100	-11%	-$66.9K	0.05%	134
2019 Q3	$603K	Buy	+18,613	New	+$603K	0.06%	128