Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $1.08 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DG
Dollar General Corp

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
542
$197.15 - $220.2 $107K - $119K
CL
Colgate Palmolive CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
1,927
$78.55 - $84.59 $151K - $163K
GDS
Gds Holdings LTD

Technology
Q2 2021 Filed on Aug 16, 2021
300
$69.34 - $86.9 $20.8K - $26.1K
PARA
Paramount Global

Communication Services
Q2 2021 Filed on Aug 16, 2021
100
$63.11 - $77.09 $6.31K - $7.71K
Cerner Corp
Q2 2021 Filed on Aug 16, 2021
1,226
N/A
LDOS
Leidos Holdings, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
76
$96.45 - $107.16 $7.33K - $8.14K
CLLS
Cellectis S.A.

Healthcare
Q2 2021 Filed on Aug 16, 2021
2,035
$14.36 - $20.93 $29.2K - $42.6K
CDW
Cdw Corp

Technology
Q2 2021 Filed on Aug 16, 2021
229
$163.48 - $184.01 $37.4K - $42.1K
CCL
Carnival Corp

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
207
$24.78 - $31.31 $5.13K - $6.48K
NEM
Newmont Corp

Basic Materials
Q2 2021 Filed on Aug 16, 2021
100
$60.61 - $74.38 $6.06K - $7.44K
CARA
Cara Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
30
$12.38 - $29.19 $371 - $876
PETS
Petmed Express Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
200
$27.73 - $46.06 $5.55K - $9.21K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q2 2021 Filed on Aug 16, 2021
554
$135.6 - $145.73 $75.1K - $80.7K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
214
$83.05 - $89.89 $17.8K - $19.2K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Aug 16, 2021
41
$52.01 - $56.09 $2.13K - $2.3K
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
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2021 Filed on Aug 16, 2021
1,778
$68.32 - $82.2 $121K - $146K
IR
Ingersoll Rand Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
2,639
$45.5 - $51.94 $120K - $137K
MANT
Mantech International Corp

Technology
Q2 2021 Filed on Aug 16, 2021
102
$82.97 - $91.22 $8.46K - $9.3K
IEF
Ishares Barclays

ETFs
Q2 2021 Filed on Aug 16, 2021
22
$113.04 - $115.78 $2.49K - $2.55K
Colony Cap Inc New
Q1 2021 Filed on May 13, 2021
2,207
N/A
Brookfield Property Partrs L
Q1 2021 Filed on May 13, 2021
108
N/A
China Telecom Corp LTD
Q1 2021 Filed on May 13, 2021
217
N/A
GNL
Global Net Lease, Inc.

Real Estate
Q1 2021 Filed on May 13, 2021
994
$16.11 - $19.05 $16K - $18.9K
Bristol Myers Squibb CO
Q1 2021 Filed on May 13, 2021
293
N/A
BIDU
Baidu, Inc.

Communication Services
Q1 2021 Filed on May 13, 2021
168
$203.97 - $339.91 $34.3K - $57.1K
FDX
Fedex Corp

Industrials
Q1 2021 Filed on May 13, 2021
103
$235.34 - $285.92 $24.2K - $29.4K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
1
$10.17 - $18.79 $10.2 - $18.8
FXI
Ishares Tr

ETFs
Q1 2021 Filed on May 13, 2021
316
$45.11 - $54.47 $14.3K - $17.2K
American Intl Group Inc
Q1 2021 Filed on May 13, 2021
80
N/A
NICE
Nice Ltd.

Technology
Q1 2021 Filed on May 13, 2021
110
$216.32 - $279.38 $23.8K - $30.7K
Microbot Med Inc
Q1 2021 Filed on May 13, 2021
1
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2021 Filed on May 13, 2021
1
$129.36 - $173.99 $129 - $174
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q1 2021 Filed on May 13, 2021
400
$30.9 - $38.51 $12.4K - $15.4K
Cto Realty Growth Inc
Q1 2021 Filed on May 13, 2021
370
N/A
TLRY
Tilray Brands, Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
400
$9.0 - $63.91 $3.6K - $25.6K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q1 2021 Filed on May 13, 2021
161
$16.71 - $19.9 $2.69K - $3.2K
TOLZ
Dj Brookfield Global

ETFs
Q1 2021 Filed on May 13, 2021
400
$40.73 - $43.74 $16.3K - $17.5K
Vistra Corp
Q1 2021 Filed on May 13, 2021
181
N/A
Switchback Energy Acquistn C
Q1 2021 Filed on May 13, 2021
245
N/A
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2021 Filed on May 13, 2021
1,790
$31.23 - $31.41 $55.9K - $56.2K
BLDR
Builders First Source, Inc.

Industrials
Q1 2021 Filed on May 13, 2021
14
$37.94 - $47.5 $531 - $665
Qiwi PLC
Q1 2021 Filed on May 13, 2021
364
N/A
EBS
Emergent Bio Solutions Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
205
$86.23 - $125.19 $17.7K - $25.7K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q1 2021 Filed on May 13, 2021
600
$116.64 - $192.08 $70K - $115K
BNTX
Bio N Tech Se

Healthcare
Q1 2021 Filed on May 13, 2021
0
$85.73 - $119.5 $0 - $0
AGNC
Agnc Investment Corp.

Real Estate
Q1 2021 Filed on May 13, 2021
195
$15.31 - $17.02 $2.99K - $3.32K
EAR
Eargo, Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
1,006
$42.5 - $75.37 $42.8K - $75.8K
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