Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $936 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Brookfield Infrastructure CO
Q2 2021 Filed on Aug 16, 2021
141
N/A
EPD
Enterprise Products Partners L.P.

Energy
Q2 2021 Filed on Aug 16, 2021
200
$22.26 - $25.44 $4.45K - $5.09K
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
CDW
Cdw Corp

Technology
Q2 2021 Filed on Aug 16, 2021
229
$163.48 - $184.01 $37.4K - $42.1K
Cerecor Inc
Q2 2021 Filed on Aug 16, 2021
32
N/A
DBX
Dropbox, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
250
$24.44 - $30.45 $6.11K - $7.61K
D
Dominion Energy, Inc

Utilities
Q2 2021 Filed on Aug 16, 2021
1,347
$73.51 - $80.37 $99K - $108K
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
Cerner Corp
Q2 2021 Filed on Aug 16, 2021
1,226
N/A
CLLS
Cellectis S.A.

Healthcare
Q2 2021 Filed on Aug 16, 2021
2,035
$14.36 - $20.93 $29.2K - $42.6K
LDOS
Leidos Holdings, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
76
$96.45 - $107.16 $7.33K - $8.14K
CCL
Carnival Corp

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
207
$24.78 - $31.31 $5.13K - $6.48K
MANT
Mantech International Corp

Technology
Q2 2021 Filed on Aug 16, 2021
102
$82.97 - $91.22 $8.46K - $9.3K
NEM
Newmont Corp

Basic Materials
Q2 2021 Filed on Aug 16, 2021
100
$60.61 - $74.38 $6.06K - $7.44K
PETS
Petmed Express Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
200
$27.73 - $46.06 $5.55K - $9.21K
BP
Bp PLC

Energy
Q2 2021 Filed on Aug 16, 2021
878
$24.26 - $28.38 $21.3K - $24.9K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q2 2021 Filed on Aug 16, 2021
554
$135.6 - $145.73 $75.1K - $80.7K
BVXV
Biond Vax Pharmaceuticals Ltd.

Healthcare
Q2 2021 Filed on Aug 16, 2021
225
$2.6 - $3.91 $585 - $880
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
IR
Ingersoll Rand Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
2,639
$45.5 - $51.94 $120K - $137K
GD
General Dynamics Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
118
$180.83 - $194.82 $21.3K - $23K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
214
$83.05 - $89.89 $17.8K - $19.2K
IEF
Ishares Barclays

ETFs
Q2 2021 Filed on Aug 16, 2021
22
$113.04 - $115.78 $2.49K - $2.55K
EEM
Ishares Msci Emerging Markets

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

Technology
Q2 2021 Filed on Aug 16, 2021
1,778
$68.32 - $82.2 $121K - $146K
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
Bristol Myers Squibb CO
Q1 2021 Filed on May 13, 2021
293
N/A
GNL
Global Net Lease, Inc.

Real Estate
Q1 2021 Filed on May 13, 2021
994
$16.11 - $19.05 $16K - $18.9K
BIDU
Baidu, Inc.

Communication Services
Q1 2021 Filed on May 13, 2021
168
$203.97 - $339.91 $34.3K - $57.1K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
1
$10.17 - $18.79 $10.2 - $18.8
FDX
Fedex Corp

Industrials
Q1 2021 Filed on May 13, 2021
103
$235.34 - $285.92 $24.2K - $29.4K
China Telecom Corp LTD
Q1 2021 Filed on May 13, 2021
217
N/A
Microbot Med Inc
Q1 2021 Filed on May 13, 2021
1
N/A
Switchback Energy Acquistn C
Q1 2021 Filed on May 13, 2021
245
N/A
BLDR
Builders First Source, Inc.

Industrials
Q1 2021 Filed on May 13, 2021
14
$37.94 - $47.5 $531 - $665
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2021 Filed on May 13, 2021
1,790
$31.23 - $31.41 $55.9K - $56.2K
FXI
Ishares Tr

ETFs
Q1 2021 Filed on May 13, 2021
316
$45.11 - $54.47 $14.3K - $17.2K
Vistra Corp
Q1 2021 Filed on May 13, 2021
181
N/A
Qiwi PLC
Q1 2021 Filed on May 13, 2021
364
N/A
American Intl Group Inc
Q1 2021 Filed on May 13, 2021
80
N/A
TOLZ
Dj Brookfield Global

ETFs
Q1 2021 Filed on May 13, 2021
400
$40.73 - $43.74 $16.3K - $17.5K
NICE
Nice Ltd.

Technology
Q1 2021 Filed on May 13, 2021
110
$216.32 - $279.38 $23.8K - $30.7K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q1 2021 Filed on May 13, 2021
161
$16.71 - $19.9 $2.69K - $3.2K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2021 Filed on May 13, 2021
1
$129.36 - $173.99 $129 - $174
BNTX
Bio N Tech Se

Healthcare
Q1 2021 Filed on May 13, 2021
0
$85.73 - $119.5 $0 - $0
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