XWM
Xcel Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,910
| Closed | -$222K | – | 118 |
|
|
2023
Q2 | $222K | Hold |
3,910
| – | – | 0.07% | 122 |
|
|
2023
Q1 | $207K | Buy |
+3,910
| New | +$207K | 0.07% | 128 |
|
|
2022
Q2 | – | Sell |
-3,725
| Closed | -$206K | – | 133 |
|
|
2022
Q1 | $206K | Buy |
+3,725
| New | +$206K | 0.06% | 134 |
|