Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $958 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2021 Filed on Aug 16, 2021
126
$110.51 - $117.85 $13.9K - $14.8K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
22
$278.74 - $313.3 $6.13K - $6.89K
EFG
Msci Eafe Growth ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
204
$102.07 - $109.39 $20.8K - $22.3K
ILCG
Ishares Morningstar Growth ETF
Q2 2021 Filed on Aug 16, 2021
83
N/A
IYJ
Ishares Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
141
$106.5 - $112.79 $15K - $15.9K
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
1,900
$23.1 - $38.61 $43.9K - $73.4K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
40
$288.93 - $318.08 $11.6K - $12.7K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
200
$16.43 - $25.51 $3.29K - $5.1K
MFC
Manulife Financial Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
283
$19.35 - $22.16 $5.48K - $6.27K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
787
$32.46 - $45.0 $25.5K - $35.4K
PAVE
Global X Fds Us Infrastructure

ETFs
Q2 2021 Filed on Aug 16, 2021
1,000
$24.71 - $27.18 $24.7K - $27.2K
BUG
Global X Fds Cybersecurity ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
1,354
$25.32 - $29.45 $34.3K - $39.9K
GSK
Gsk PLC

Healthcare
Q2 2021 Filed on Aug 16, 2021
752
$36.52 - $41.46 $27.5K - $31.2K
AI
C3.Ai, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
105
$48.89 - $76.15 $5.13K - $8K
CARR
Carrier Global Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
503
$42.02 - $48.71 $21.1K - $24.5K
PLCE
Childrens Place, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
146
$68.89 - $99.33 $10.1K - $14.5K
DHI
Horton D R Inc

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
300
$87.33 - $104.45 $26.2K - $31.3K
DHR
Danaher Corp

Healthcare
Q2 2021 Filed on Aug 16, 2021
116
$225.08 - $271.69 $26.1K - $31.5K
WFH
Direxion Shs ETF Tr Work From

Technology
Q2 2021 Filed on Aug 16, 2021
700
$67.05 - $76.71 $46.9K - $53.7K
Draftkings Inc
Q2 2021 Filed on Aug 16, 2021
3,448
N/A
DRE
Duke Realty Corp

Real Estate
Q2 2021 Filed on Aug 16, 2021
2,324
$42.84 - $49.68 $99.6K - $115K
ESLT
Elbit Systems LTD

Industrials
Q2 2021 Filed on Aug 16, 2021
50
$128.95 - $145.4 $6.45K - $7.27K
EMR
Emerson Electric CO

Industrials
Q2 2021 Filed on Aug 16, 2021
123
$90.41 - $98.61 $11.1K - $12.1K
WTRG
Essential Utilities, Inc.

Utilities
Q2 2021 Filed on Aug 16, 2021
553
$44.72 - $49.09 $24.7K - $27.1K
ITEQ
ETF Managers Tr Bluestar Israe
Q2 2021 Filed on Aug 16, 2021
338
N/A
ETF Ser Solutions
Q2 2021 Filed on Aug 16, 2021
1,500
N/A
ETSY
Etsy Inc

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
317
$156.59 - $224.03 $49.6K - $71K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q2 2021 Filed on Aug 16, 2021
700
$41.03 - $43.75 $28.7K - $30.6K
FCEL
Fuelcell Energy Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
500
$7.13 - $14.35 $3.57K - $7.18K
MVIS
Microvision, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
2,500
$10.39 - $26.44 $26K - $66.1K
MRNA
Moderna, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
201
$129.91 - $234.98 $26.1K - $47.2K
NYC
New York City Reit, Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
5,718
$8.15 - $13.5 $46.6K - $77.2K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2021 Filed on Aug 16, 2021
691
$40.12 - $45.73 $27.7K - $31.6K
SJM
J M Smucker CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
6
$126.25 - $139.82 $758 - $839
SEDG
Solaredge Technologies, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
50
$204.01 - $290.14 $10.2K - $14.5K
THCX
Spinnaker ETF Ser Cannabis ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
1,000
N/A
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q2 2021 Filed on Aug 16, 2021
800
$48.18 - $48.51 $38.5K - $38.8K
SPH
Suburban Propane Partners LP

Utilities
Q2 2021 Filed on Aug 16, 2021
100
$14.5 - $15.65 $1.45K - $1.57K
SYF
Synchrony Financial

Financial Services
Q2 2021 Filed on Aug 16, 2021
488
$39.57 - $50.8 $19.3K - $24.8K
SYNH
Syneos Health, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
125
$76.44 - $89.57 $9.56K - $11.2K
SYY
Sysco Corp

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
453
$74.71 - $86.26 $33.8K - $39.1K
TCOM
Trip.Com Group LTD

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
160
$35.14 - $41.85 $5.62K - $6.7K
TPTX
Turning Point Therapeutics, Inc.
Q2 2021 Filed on Aug 16, 2021
33
$62.93 - $90.59 $2.08K - $2.99K
Ubs Ag London Branch
Q2 2021 Filed on Aug 16, 2021
94
N/A
UAL
United Airlines Holdings, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
920
$50.3 - $60.29 $46.3K - $55.5K
VLO
Valero Energy Corp

Energy
Q2 2021 Filed on Aug 16, 2021
1,000
$68.48 - $84.39 $68.5K - $84.4K
VLY
Valley National Bancorp

Financial Services
Q2 2021 Filed on Aug 16, 2021
785
$12.91 - $14.63 $10.1K - $11.5K
VIG
Vanguard Dividend Appreciation

ETFs
Q2 2021 Filed on Aug 16, 2021
273
N/A
VFH
Vanguard Financial ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
247
$85.53 - $94.49 $21.1K - $23.3K
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