Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $939 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VGT
Vanguard Information Technolog

ETFs
Q2 2022 Filed on Aug 02, 2022
588
$315.97 - $423.43 $186K - $249K
VMC
Vulcan Materials CO

Basic Materials
Q2 2022 Filed on Aug 02, 2022
1,127
$141.45 - $185.43 $159K - $209K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q2 2022 Filed on Aug 02, 2022
997
$230.68 - $260.79 $230K - $260K
BALL
Ball Corp

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
2,735
$63.31 - $89.84 $173K - $246K
CGNX
Cognex Corp

Technology
Q2 2022 Filed on Aug 02, 2022
4,803
$42.25 - $78.81 $203K - $379K
PXD
Pioneer Natural Resources CO

Energy
Q2 2022 Filed on Aug 02, 2022
2,621
$221.77 - $285.28 $581K - $748K
CHTR
Charter Communications, Inc.

Communication Services
Q2 2022 Filed on Aug 02, 2022
411
$415.35 - $562.4 $171K - $231K
JCI
Johnson Controls International PLC

Industrials
Q2 2022 Filed on Aug 02, 2022
9,733
$47.23 - $66.64 $460K - $649K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2022 Filed on Aug 02, 2022
11,204
$5.71 - $6.69 $64K - $75K
KKR
Kkr & Co. Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
3,351
$50.85 - $74.31 $170K - $249K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q1 2022 Filed on May 13, 2022
4,454
$47.38 - $51.33 $211K - $229K
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
4,899
$52.13 - $60.52 $255K - $296K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q4 2021 Filed on Feb 02, 2022
1,903
$106.55 - $109.3 $203K - $208K
MBB
Ishares Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
2,899
$107.03 - $108.32 $310K - $314K
SLB
Schlumberger Limited

Energy
Q4 2021 Filed on Feb 02, 2022
9,800
$28.38 - $34.74 $278K - $340K
Royal Dutch Shell PLC
Q4 2021 Filed on Feb 02, 2022
7,770
N/A
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2021 Filed on Feb 02, 2022
2,484
$108.95 - $110.71 $271K - $275K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2021 Filed on Feb 02, 2022
3,742
$66.4 - $67.68 $248K - $253K
PEP
Pepsico Inc

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
1,514
$150.2 - $173.71 $227K - $263K
Maxim Integrated Prods Inc Com
Q3 2021 Filed on Oct 18, 2021
3,340
N/A
NIO
Nio Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 18, 2021
6,052
$34.9 - $50.9 $211K - $308K
Agile Therapeutics Inc
Q2 2021 Filed on Aug 16, 2021
215
N/A
AFRM
Affirm Holdings, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
95
$48.37 - $77.97 $4.6K - $7.41K
XEL
Xcel Energy Inc

Utilities
Q2 2021 Filed on Aug 16, 2021
1,240
$65.71 - $72.59 $81.5K - $90K
AAWW
Atlas Air Worldwide Holdings Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
700
$61.23 - $75.58 $42.9K - $52.9K
Aspirational Consumer Lifest
Q2 2021 Filed on Aug 16, 2021
90
N/A
Avinger Inc
Q2 2021 Filed on Aug 16, 2021
1,000
N/A
AWRE
Aware Inc

Technology
Q2 2021 Filed on Aug 16, 2021
50
$3.27 - $4.05 $164 - $203
VTRS
Viatris Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
1,352
$12.97 - $16.15 $17.5K - $21.8K
APLE
Apple Hospitality Reit, Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
1,466
$14.82 - $16.38 $21.7K - $24K
AEP
American Electric Power CO Inc

Utilities
Q2 2021 Filed on Aug 16, 2021
1,592
$82.35 - $90.14 $131K - $144K
MCI
Barings Corporate Investors

Financial Services
Q2 2021 Filed on Aug 16, 2021
400
$14.1 - $15.32 $5.64K - $6.13K
MPV
Barings Participation Investors

Financial Services
Q2 2021 Filed on Aug 16, 2021
334
$12.75 - $13.84 $4.26K - $4.62K
VERU
Veru Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
2,395
$7.24 - $11.2 $17.3K - $26.8K
BCE
Bce Inc

Communication Services
Q2 2021 Filed on Aug 16, 2021
684
$45.6 - $50.78 $31.2K - $34.7K
ASXC
Asensus Surgical, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
1,585
$1.52 - $3.62 $2.41K - $5.74K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2021 Filed on Aug 16, 2021
300
$73.64 - $93.1 $22.1K - $27.9K
XPEV
Xpeng Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
253
$23.56 - $45.31 $5.96K - $11.5K
Amplify ETF Tr
Q2 2021 Filed on Aug 16, 2021
681
N/A
AVXL
Anavex Life Sciences Corp.

Healthcare
Q2 2021 Filed on Aug 16, 2021
250
$10.16 - $28.86 $2.54K - $7.22K
YOLO
Advisorshares Tr Pure Cannabis

ETFs
Q2 2021 Filed on Aug 16, 2021
929
$18.9 - $23.98 $17.6K - $22.3K
APA
Apa Corp

Energy
Q2 2021 Filed on Aug 16, 2021
148
$17.0 - $23.52 $2.52K - $3.48K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
3,500
$5.12 - $6.82 $17.9K - $23.9K
APPN
Appian Corp

Technology
Q2 2021 Filed on Aug 16, 2021
200
$77.49 - $149.22 $15.5K - $29.8K
ABEV
Ambev S.A.

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
4,425
$2.67 - $3.9 $11.8K - $17.3K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
54
$61.84 - $78.24 $3.34K - $4.22K
ARCC
Ares Capital Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
900
$18.29 - $19.97 $16.5K - $18K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
765
$35.39 - $40.24 $27.1K - $30.8K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
796
$30.93 - $38.73 $24.6K - $30.8K
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