Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $939 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
BLDR
Builders First Source, Inc.

Industrials
Q1 2021 Filed on May 13, 2021
14
$37.94 - $47.5 $531 - $665
Bristol Myers Squibb CO
Q1 2021 Filed on May 13, 2021
293
N/A
Colony Cap Inc New
Q1 2021 Filed on May 13, 2021
2,207
N/A
Microbot Med Inc
Q1 2021 Filed on May 13, 2021
1
N/A
TLRY
Tilray Brands, Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
400
$9.0 - $63.91 $3.6K - $25.6K
FXI
Ishares Tr

ETFs
Q1 2021 Filed on May 13, 2021
316
$45.11 - $54.47 $14.3K - $17.2K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q1 2021 Filed on May 13, 2021
161
$16.71 - $19.9 $2.69K - $3.2K
American Intl Group Inc
Q1 2021 Filed on May 13, 2021
80
N/A
DNP
Dnp Select Income Fund Inc

Financial Services
Q1 2021 Filed on May 13, 2021
2,803
$9.8 - $10.62 $27.5K - $29.8K
China Telecom Corp LTD
Q1 2021 Filed on May 13, 2021
217
N/A
Switchback Energy Acquistn C
Q1 2021 Filed on May 13, 2021
245
N/A
RWR
Spdr Dow Jones Reit ETF

ETFs
Q4 2020 Filed on Feb 09, 2021
21,096
$75.22 - $88.59 $1.59M - $1.87M
EXPD
Expeditors International Of Washington Inc

Industrials
Q4 2020 Filed on Feb 09, 2021
7,025
$86.89 - $95.4 $610K - $670K
Dunkin Brands Group Inc
Q4 2020 Filed on Feb 09, 2021
3,280
N/A
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
Q4 2020 Filed on Feb 09, 2021
6,450
$90.77 - $99.23 $585K - $640K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q4 2020 Filed on Feb 09, 2021
5,685
$68.27 - $86.35 $388K - $491K
FDM
First Trust Dow Jones Select M

ETFs
Q4 2020 Filed on Feb 09, 2021
5,804
$38.13 - $48.82 $221K - $283K
CDMO
Avid Bioservices, Inc.

Healthcare
Q4 2020 Filed on Feb 09, 2021
25,100
$7.25 - $11.76 $182K - $295K
Aikido Pharma Inc
Q4 2020 Filed on Feb 09, 2021
10,400
N/A
LSI
Life Storage, Inc.

Real Estate
Q4 2020 Filed on Feb 09, 2021
2,600
$70.79 - $80.05 $184K - $208K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q4 2020 Filed on Feb 09, 2021
96,549
$37.87 - $45.0 $3.66M - $4.34M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q4 2020 Filed on Feb 09, 2021
12,210
$27.0 - $34.09 $330K - $416K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q4 2020 Filed on Feb 09, 2021
11,437
$50.84 - $66.37 $581K - $759K
CHGG
Chegg, Inc

Consumer Defensive
Q4 2020 Filed on Feb 09, 2021
7,100
$66.09 - $93.89 $469K - $667K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q4 2020 Filed on Feb 09, 2021
134,430
$43.9 - $55.67 $5.9M - $7.48M
Seattle Genetics Inc
Q4 2020 Filed on Feb 09, 2021
1,266
N/A
DBA
Invesco Db Agriculture Fund

ETFs
Q4 2020 Filed on Feb 09, 2021
37,000
$14.54 - $16.14 $538K - $597K
CRH
Crh Public LTD CO

Basic Materials
Q3 2020 Filed on Nov 13, 2020
405
$34.83 - $39.95 $14.1K - $16.2K
BRY
Berry Corp (Bry)

Energy
Q3 2020 Filed on Nov 13, 2020
500
$3.12 - $5.23 $1.56K - $2.62K
AMRN
Amarin Corp Plcuk

Healthcare
Q3 2020 Filed on Nov 13, 2020
200
$3.64 - $7.76 $728 - $1.55K
CGC
Canopy Growth Corp

Healthcare
Q3 2020 Filed on Nov 13, 2020
8
$14.17 - $19.48 $113 - $156
DMLP
Dorchester Minerals, L.P.

Energy
Q3 2020 Filed on Nov 13, 2020
1,000
$10.07 - $12.21 $10.1K - $12.2K
SAN
Banco Santander, S.A.

Financial Services
Q3 2020 Filed on Nov 13, 2020
1,500
$1.79 - $2.61 $2.69K - $3.92K
Cit Group Inc
Q3 2020 Filed on Nov 13, 2020
139
N/A
SAVA
Cassava Sciences Inc

Healthcare
Q3 2020 Filed on Nov 13, 2020
1,000
$2.86 - $11.51 $2.86K - $11.5K
FUSN
Fusion Pharmaceuticals Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
250
$11.8 - $17.1 $2.95K - $4.28K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q3 2020 Filed on Nov 13, 2020
32
$60.3 - $61.57 $1.93K - $1.97K
JNCE
Jounce Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
1,000
$4.58 - $10.95 $4.58K - $11K
PTC
Ptc Inc.

Technology
Q3 2020 Filed on Nov 13, 2020
144
$76.59 - $97.6 $11K - $14.1K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q3 2020 Filed on Nov 13, 2020
80
$93.59 - $106.12 $7.49K - $8.49K
LKQ
Lkq Corp

Consumer Cyclical
Q3 2020 Filed on Nov 13, 2020
9
$25.08 - $33.19 $226 - $299
MCBS
Metro City Bankshares, Inc.

Financial Services
Q3 2020 Filed on Nov 13, 2020
675
$12.3 - $14.8 $8.3K - $9.99K
OTEX
Open Text Corp

Technology
Q3 2020 Filed on Nov 13, 2020
349
$41.3 - $46.99 $14.4K - $16.4K
Noble Corp PLC
Q3 2020 Filed on Nov 13, 2020
266
N/A
FNF
Fidelity National Financial, Inc.

Financial Services
Q3 2020 Filed on Nov 13, 2020
574
$29.64 - $35.44 $17K - $20.3K
EQH
Equitable Holdings, Inc.

Financial Services
Q3 2020 Filed on Nov 13, 2020
1,438
$17.64 - $21.8 $25.4K - $31.3K
CRBP
Corbus Pharmaceuticals Holdings, Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
200
$1.5 - $9.38 $300 - $1.88K
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