Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

$939 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
CAG Conagra Brands Inc. Consumer Defensive	Q2 2021 Filed on Aug 16, 2021	503	$35.27 - $38.92 $17.7K - $19.6K
LITE Lumentum Holdings Inc. Technology	Q2 2021 Filed on Aug 16, 2021	60	$67.43 - $94.71 $4.05K - $5.68K
FLS Flowserve Corp Industrials	Q2 2021 Filed on Aug 16, 2021	227	$38.96 - $44.31 $8.84K - $10.1K
NEM Newmont Corp Basic Materials	Q2 2021 Filed on Aug 16, 2021	100	$60.61 - $74.38 $6.06K - $7.44K
ALB Albemarle Corp Basic Materials	Q2 2021 Filed on Aug 16, 2021	104	$143.7 - $176.01 $14.9K - $18.3K
PETS Petmed Express Inc Healthcare	Q2 2021 Filed on Aug 16, 2021	200	$27.73 - $46.06 $5.55K - $9.21K
Alaska Communications Sys Gr	Q2 2021 Filed on Aug 16, 2021	625	N/A
AER Aer Cap Holdings N.V. Industrials	Q2 2021 Filed on Aug 16, 2021	871	$51.21 - $61.38 $44.6K - $53.5K
SRE Sempra Energy Utilities	Q2 2021 Filed on Aug 16, 2021	1,104	$131.8 - $144.06 $146K - $159K
Advaxis Inc	Q2 2021 Filed on Aug 16, 2021	1,320	N/A
ADNT Adient PLC Consumer Cyclical	Q2 2021 Filed on Aug 16, 2021	68	$41.04 - $52.93 $2.79K - $3.6K
TAL Tal Education Group Consumer Defensive	Q2 2021 Filed on Aug 16, 2021	320	$20.62 - $63.0 $6.6K - $20.2K
TDOC Teladoc Health, Inc. Healthcare	Q2 2021 Filed on Aug 16, 2021	423	$132.71 - $192.38 $56.1K - $81.4K
ALC Alcon Inc Healthcare	Q2 2021 Filed on Aug 16, 2021	53	$66.27 - $76.21 $3.51K - $4.04K
MANT Mantech International Corp Technology	Q2 2021 Filed on Aug 16, 2021	102	$82.97 - $91.22 $8.46K - $9.3K
DOX Amdocs LTD Technology	Q2 2021 Filed on Aug 16, 2021	802	$72.13 - $80.84 $57.8K - $64.8K
GDS Gds Holdings LTD Technology	Q2 2021 Filed on Aug 16, 2021	300	$69.34 - $86.9 $20.8K - $26.1K
GD General Dynamics Corp Industrials	Q2 2021 Filed on Aug 16, 2021	118	$180.83 - $194.82 $21.3K - $23K
CLOU Global X Fds Cloud Computing E ETFs	Q2 2021 Filed on Aug 16, 2021	1,311	$24.49 - $29.03 $32.1K - $38.1K
IR Ingersoll Rand Inc. Industrials	Q2 2021 Filed on Aug 16, 2021	2,639	$45.5 - $51.94 $120K - $137K
IEF Ishares Barclays ETFs	Q2 2021 Filed on Aug 16, 2021	22	$113.04 - $115.78 $2.49K - $2.55K
EEM Ishares Msci Emerging Markets ETFs	Q2 2021 Filed on Aug 16, 2021	41	$52.01 - $56.09 $2.13K - $2.3K
AMCR Amcor PLC Consumer Cyclical	Q2 2021 Filed on Aug 16, 2021	3,344	$11.36 - $12.49 $38K - $41.8K
TLT Ishares Barclays 20+ Year Trea ETFs	Q2 2021 Filed on Aug 16, 2021	554	$135.6 - $145.73 $75.1K - $80.7K
ALKS Alkermes Plc. Healthcare	Q2 2021 Filed on Aug 16, 2021	597	$18.78 - $25.15 $11.2K - $15K
TT Trane Technologies PLC Industrials	Q2 2021 Filed on Aug 16, 2021	1,020	$165.44 - $187.54 $169K - $191K
ATVI Activision Blizzard, Inc. Communication Services	Q2 2021 Filed on Aug 16, 2021	1,183	$88.69 - $99.18 $105K - $117K
VB Vanguard Small Cap ETF ETFs	Q2 2021 Filed on Aug 16, 2021	20	$211.77 - $228.05 $4.24K - $4.56K
SFIX Stitch Fix, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 16, 2021	60	$39.25 - $66.1 $2.36K - $3.97K
VBR Vanguard Small Cap Value ETF ETFs	Q2 2021 Filed on Aug 16, 2021	27	$166.46 - $180.76 $4.49K - $4.88K
ZM Zoom Video Communications, Inc. Technology	Q2 2021 Filed on Aug 16, 2021	309	$288.49 - $394.73 $89.1K - $122K
A Agilent Technologies, Inc. Healthcare	Q2 2021 Filed on Aug 16, 2021	326	$127.69 - $148.81 $41.6K - $48.5K
ABNB Airbnb, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 16, 2021	255	$132.5 - $190.03 $33.8K - $48.5K
AYX Alteryx, Inc. Technology	Q2 2021 Filed on Aug 16, 2021	45	$74.91 - $89.41 $3.37K - $4.02K
Apollo Global Mgmt Inc	Q2 2021 Filed on Aug 16, 2021	220	N/A
ACGL Arch Capital Group Ltd. Financial Services	Q2 2021 Filed on Aug 16, 2021	72	$37.12 - $40.79 $2.67K - $2.94K
ARKW Ark Next Generation Internet E ETFs	Q2 2021 Filed on Aug 16, 2021	550	$123.49 - $160.08 $67.9K - $88K
ARKK Ark ETF Tr Innovation ETF (De) ETFs	Q2 2021 Filed on Aug 16, 2021	1,449	$99.48 - $130.88 $144K - $190K
OXYWS Occidental Pete Corp Wt Exp 08	Q2 2021 Filed on Aug 16, 2021	58	N/A
JPST Jp Morgan ETF Tr Ultra Short I ETFs	Q2 2021 Filed on Aug 16, 2021	32,904	$50.71 - $50.77 $1.67M - $1.67M
PSO Pearson PLC Communication Services	Q2 2021 Filed on Aug 16, 2021	2,703	$10.74 - $12.33 $29K - $33.3K
PARA Paramount Global Communication Services	Q2 2021 Filed on Aug 16, 2021	100	$63.11 - $77.09 $6.31K - $7.71K
ABB Abb LTD Industrials	Q2 2021 Filed on Aug 16, 2021	1,316	$30.66 - $35.17 $40.3K - $46.3K
WAB Westinghouse Air Brake Technologies Corp Industrials	Q2 2021 Filed on Aug 16, 2021	1,405	$77.63 - $85.55 $109K - $120K
NLY Annaly Capital Management Inc Real Estate	Q2 2021 Filed on Aug 16, 2021	4,632	$8.66 - $9.54 $40.1K - $44.2K
ES Eversource Energy Utilities	Q2 2021 Filed on Aug 16, 2021	2,039	$78.74 - $90.58 $161K - $185K
HSBC Hsbc Holdings PLC Financial Services	Q2 2021 Filed on Aug 16, 2021	83	$28.62 - $32.38 $2.38K - $2.69K
Ishares Gold Tr	Q2 2021 Filed on Aug 16, 2021	325	N/A
LDOS Leidos Holdings, Inc. Technology	Q2 2021 Filed on Aug 16, 2021	76	$96.45 - $107.16 $7.33K - $8.14K
IWN Ishares Russell2000 Val ETF ETFs	Q2 2021 Filed on Aug 16, 2021	145	$156.91 - $173.97 $22.8K - $25.2K

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