Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $958 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HSY
Hershey CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
572
$158.19 - $175.12 $90.5K - $100K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
525
$29.47 - $33.2 $15.5K - $17.4K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
11
$203.89 - $222.66 $2.24K - $2.45K
ICLR
Icon PLC

Healthcare
Q2 2021 Filed on Aug 16, 2021
372
$194.07 - $232.2 $72.2K - $86.4K
DG
Dollar General Corp

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
542
$197.15 - $220.2 $107K - $119K
GIS
General Mills Inc

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
740
$59.15 - $64.03 $43.8K - $47.4K
General Electric CO
Q2 2021 Filed on Aug 16, 2021
7,598
N/A
EVC
Entravision Communications Corp

Communication Services
Q2 2021 Filed on Aug 16, 2021
109
$3.71 - $6.68 $404 - $728
WATT
Energous Corp

Technology
Q2 2021 Filed on Aug 16, 2021
6,850
$2.26 - $4.15 $15.5K - $28.4K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
2,686
$75.13 - $85.57 $202K - $230K
ERIC
Ericsson Lm Telephone CO

Technology
Q2 2021 Filed on Aug 16, 2021
2,382
$12.42 - $14.34 $29.6K - $34.2K
Etfis Ser Tr I
Q2 2021 Filed on Aug 16, 2021
1,455
N/A
BBC
Bioshares Biotechnology

ETFs
Q2 2021 Filed on Aug 16, 2021
709
$44.33 - $52.28 $31.4K - $37.1K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2021 Filed on Aug 16, 2021
852
$19.2 - $22.91 $16.4K - $19.5K
FE
Firstenergy Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
187
$34.31 - $38.88 $6.42K - $7.27K
Flir Sys Inc
Q2 2021 Filed on Aug 16, 2021
10
N/A
GLPG
Galapagos Nv

Healthcare
Q2 2021 Filed on Aug 16, 2021
434
$68.86 - $83.34 $29.9K - $36.2K
D
Dominion Energy, Inc

Utilities
Q2 2021 Filed on Aug 16, 2021
1,347
$73.51 - $80.37 $99K - $108K
INFY
Infosys LTD

Technology
Q2 2021 Filed on Aug 16, 2021
3,470
$17.31 - $21.45 $60.1K - $74.4K
Cyrusone Inc
Q2 2021 Filed on Aug 16, 2021
1,786
N/A
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
803
$66.26 - $73.52 $53.2K - $59K
CBSH
Commerce Bancshares Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
811
$67.35 - $76.9 $54.6K - $62.4K
KEP
Korea Electric Power Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
596
$10.39 - $12.18 $6.19K - $7.26K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
200
$40.03 - $44.52 $8.01K - $8.9K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q2 2021 Filed on Aug 16, 2021
864
$66.17 - $79.75 $57.2K - $68.9K
L Brands Inc
Q2 2021 Filed on Aug 16, 2021
65
N/A
LJPC
La Jolla Pharmaceutical CO

Healthcare
Q2 2021 Filed on Aug 16, 2021
8,000
$3.46 - $5.2 $27.7K - $41.6K
LE
Lands' End, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
104
$20.98 - $41.05 $2.18K - $4.27K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
823
$51.18 - $63.61 $42.1K - $52.4K
LAZ
Lazard LTD

Financial Services
Q2 2021 Filed on Aug 16, 2021
197
$43.5 - $48.18 $8.57K - $9.49K
LIN
Linde PLC

Basic Materials
Q2 2021 Filed on Aug 16, 2021
742
$280.84 - $302.26 $208K - $224K
CL
Colgate Palmolive CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
1,927
$78.55 - $84.59 $151K - $163K
LOGI
Logitech International S.A.

Technology
Q2 2021 Filed on Aug 16, 2021
1,295
$99.77 - $138.7 $129K - $180K
Kirkland Lake Gold LTD
Q2 2021 Filed on Aug 16, 2021
102
N/A
KMI
Kinder Morgan, Inc.

Energy
Q2 2021 Filed on Aug 16, 2021
829
$16.36 - $19.14 $13.6K - $15.9K
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
112
$128.69 - $142.39 $14.4K - $15.9K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q2 2021 Filed on Aug 16, 2021
1,189
$135.29 - $149.4 $161K - $178K
CCI
Crown Castle International Corp

Real Estate
Q2 2021 Filed on Aug 16, 2021
15
$174.46 - $200.24 $2.62K - $3K
CTVA
Corteva, Inc.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
857
$42.71 - $49.79 $36.6K - $42.7K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q2 2021 Filed on Aug 16, 2021
4,924
$32.17 - $33.28 $158K - $164K
IQ
I Qiyi, Inc.

Communication Services
Q2 2021 Filed on Aug 16, 2021
200
$12.32 - $18.68 $2.46K - $3.74K
IQV
Iqvia Holdings Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
309
$198.06 - $246.77 $61.2K - $76.3K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
999
$65.96 - $72.81 $65.9K - $72.7K
IVE
Ishares S&P 500 Value ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
391
$142.18 - $151.25 $55.6K - $59.1K
IYH
Ishares Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
129
$251.53 - $273.61 $32.4K - $35.3K
JD
Jd.Com, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
113
$67.03 - $84.31 $7.57K - $9.53K
CNOB
Connect One Bancorp, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
783
$24.67 - $28.5 $19.3K - $22.3K
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
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