Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $958 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SE
Sea LTD

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
78
$202.34 - $289.42 $15.8K - $22.6K
SDGR
Schrodinger, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
265
$59.02 - $78.8 $15.6K - $20.9K
ROKU
Roku, Inc

Communication Services
Q2 2021 Filed on Aug 16, 2021
116
$284.18 - $459.25 $33K - $53.3K
NBEVQ
Newage Inc. Com
Q2 2021 Filed on Aug 16, 2021
650
N/A
NVCR
Novo Cure LTD

Healthcare
Q2 2021 Filed on Aug 16, 2021
62
$130.4 - $225.58 $8.08K - $14K
Onconova Therapeutics Inc
Q2 2021 Filed on Aug 16, 2021
16
N/A
OPRA
Opera LTD

Communication Services
Q2 2021 Filed on Aug 16, 2021
1,100
$9.0 - $12.47 $9.9K - $13.7K
OPK
Opko Health, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
850
$3.33 - $4.55 $2.83K - $3.87K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
40
$82.62 - $126.92 $3.3K - $5.08K
PBT
Permian Basin Royalty Trust

Energy
Q2 2021 Filed on Aug 16, 2021
275
$3.75 - $5.62 $1.03K - $1.55K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
Q2 2021 Filed on Aug 16, 2021
155
$10.49 - $11.23 $1.63K - $1.74K
PLUG
Plug Power Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
900
$20.07 - $35.26 $18.1K - $31.7K
PAWZ
Proshares Tr Pet Care ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
235
$72.09 - $81.67 $16.9K - $19.2K
Prospect Cap Corp
Q2 2021 Filed on Aug 16, 2021
100,000
N/A
QS
Quantum Scape Corp

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
226
$24.06 - $49.38 $5.44K - $11.2K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
70
$472.8 - $558.54 $33.1K - $39.1K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
409
$29.32 - $31.79 $12K - $13K
RIOT
Riot Blockchain, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
850
$22.23 - $59.26 $18.9K - $50.4K
ROK
Rockwell Automation, Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
170
$258.35 - $286.02 $43.9K - $48.6K
VEEV
Veeva Systems Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
120
$245.66 - $320.13 $29.5K - $38.4K
EXC
Exelon Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
5,137
$30.75 - $33.6 $158K - $173K
OCGN
Ocugen, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
54
$5.52 - $15.68 $298 - $847
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q2 2021 Filed on Aug 16, 2021
98
$51.61 - $52.39 $5.06K - $5.13K
LUV
Southwest Airlines CO

Industrials
Q2 2021 Filed on Aug 16, 2021
110
$52.92 - $64.1 $5.82K - $7.05K
SJI
South Jersey Industries Inc

Utilities
Q2 2021 Filed on Aug 16, 2021
134
$22.99 - $27.94 $3.08K - $3.74K
Social Leverage Acquisn Corp
Q2 2021 Filed on Aug 16, 2021
2,000
N/A
Social Capital Hedosopha Hld
Q2 2021 Filed on Aug 16, 2021
65
N/A
SNBR
Sleep Number Corp

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
100
$100.72 - $142.0 $10.1K - $14.2K
Sl Green Rlty Corp
Q2 2021 Filed on Aug 16, 2021
1,043
N/A
SI
Silvergate Capital Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
20
$80.82 - $166.49 $1.62K - $3.33K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
Q2 2021 Filed on Aug 16, 2021
78
$37.32 - $40.14 $2.91K - $3.13K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q2 2021 Filed on Aug 16, 2021
147
$38.98 - $41.66 $5.73K - $6.12K
SYK
Stryker Corp

Healthcare
Q2 2021 Filed on Aug 16, 2021
6
$242.95 - $267.0 $1.46K - $1.6K
STOT
Spdr Doubleline Short Duration

ETFs
Q2 2021 Filed on Aug 16, 2021
286
$49.58 - $49.76 $14.2K - $14.2K
PHYS
Sprott Physical Gold Trust

Financial Services
Q2 2021 Filed on Aug 16, 2021
355
$13.54 - $15.21 $4.81K - $5.4K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q2 2021 Filed on Aug 16, 2021
542
$88.15 - $97.54 $47.8K - $52.9K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q2 2021 Filed on Aug 16, 2021
55
$120.39 - $136.44 $6.62K - $7.5K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q2 2021 Filed on Aug 16, 2021
478
$38.15 - $40.6 $18.2K - $19.4K
XITK
Spdr Ser Tr Factset Innovative

ETFs
Q2 2021 Filed on Aug 16, 2021
100
$188.57 - $230.21 $18.9K - $23K
SIMS
Spdr S&P Kensho Intelligent St

ETFs
Q2 2021 Filed on Aug 16, 2021
2,977
$44.25 - $48.78 $132K - $145K
Silver Spike Acquisition Cor
Q2 2021 Filed on Aug 16, 2021
600
N/A
SHAK
Shake Shack Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
200
$79.48 - $119.0 $15.9K - $23.8K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q2 2021 Filed on Aug 16, 2021
700
$17.24 - $18.88 $12.1K - $13.2K
PKI
Perkinelmer Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
30
$127.81 - $155.84 $3.83K - $4.68K
Pennsylvania Real Estate Inv
Q2 2021 Filed on Aug 16, 2021
950
N/A
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
100
$73.78 - $107.52 $7.38K - $10.8K
PAYX
Paychex Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
198
$94.81 - $107.54 $18.8K - $21.3K
OTIS
Otis Worldwide Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
187
$69.23 - $82.08 $12.9K - $15.3K
OEC
Orion Engineered Carbons S.A.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
1,800
$18.46 - $22.2 $33.2K - $40K
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