Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $958 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WMB
Williams Companies, Inc.

Energy
Q3 2020 Filed on Nov 13, 2020
3,173
$18.27 - $22.34 $58K - $70.9K
VET
Vermilion Energy Inc.

Energy
Q3 2020 Filed on Nov 13, 2020
822
$2.34 - $4.99 $1.92K - $4.1K
GIB
Cgi Inc

Technology
Q3 2020 Filed on Nov 13, 2020
945
$62.97 - $73.58 $59.5K - $69.5K
Unilever N V
Q3 2020 Filed on Nov 13, 2020
2,430
N/A
COO
Cooper Companies, Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
1
$280.08 - $347.78 $280 - $348
CRBP
Corbus Pharmaceuticals Holdings, Inc.

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

Industrials
Q3 2020 Filed on Nov 13, 2020
2
$112.99 - $132.43 $226 - $265
MRO
Marathon Oil Corp

Energy
Q3 2020 Filed on Nov 13, 2020
2,081
$4.09 - $6.12 $8.51K - $12.7K
RJF
Raymond James Financial Inc

Financial Services
Q3 2020 Filed on Nov 13, 2020
325
$43.73 - $51.3 $14.2K - $16.7K
VRAY
View Ray, Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
1,000
$2.12 - $3.53 $2.12K - $3.53K
AVB
Avalonbay Communities Inc

Real Estate
Q3 2020 Filed on Nov 13, 2020
358
$145.72 - $162.1 $52.2K - $58K
AJG
Arthur J. Gallagher & Co.

Financial Services
Q3 2020 Filed on Nov 13, 2020
669
$96.88 - $107.49 $64.8K - $71.9K
T Mobile Us Inc
Q3 2020 Filed on Nov 13, 2020
534
N/A
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2020 Filed on Nov 13, 2020
214
$11.49 - $17.03 $2.46K - $3.64K
FOXA
Fox Corp

Communication Services
Q3 2020 Filed on Nov 13, 2020
1,351
$24.37 - $29.34 $32.9K - $39.6K
EQNR
Equinor Asa

Energy
Q3 2020 Filed on Nov 13, 2020
2,024
$13.95 - $16.65 $28.2K - $33.7K
USB
Us Bancorp \De\

Financial Services
Q3 2020 Filed on Nov 13, 2020
1,000
$34.22 - $38.31 $34.2K - $38.3K
SPPI
Spectrum Pharmaceuticals Inc

Healthcare
Q3 2020 Filed on Nov 13, 2020
1,000
$2.99 - $4.9 $2.99K - $4.9K
Line Corp
Q3 2020 Filed on Nov 13, 2020
506
N/A
PHG
Koninklijke Philips Nv

Healthcare
Q3 2020 Filed on Nov 13, 2020
1,543
$44.8 - $54.13 $69.1K - $83.5K
LIVN
Liva Nova PLC

Healthcare
Q3 2020 Filed on Nov 13, 2020
120
$41.91 - $57.81 $5.03K - $6.94K
K
Kellogg CO

Consumer Defensive
Q3 2020 Filed on Nov 13, 2020
225
$61.13 - $70.94 $13.8K - $16K
SLRX
Salarius Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
3,000
$0.77 - $1.52 $2.31K - $4.56K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
1,250
$14.18 - $14.94 $17.7K - $18.7K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 13, 2020
2,406
$13.69 - $15.37 $32.9K - $37K
AZN
Astrazeneca PLC

Healthcare
Q2 2020 Filed on Aug 19, 2020
930
$43.1 - $55.31 $40.1K - $51.4K
Call (Xbi) Spdr Ser Tr Jan 15 21 $90 (100 Shs)
Q2 2020 Filed on Aug 19, 2020
3
N/A
Call (Qqq) Invesco Qqq Tr Unit Jan 15 21 $189 (100 Shs)
Q2 2020 Filed on Aug 19, 2020
2
N/A
Call (Ibm) Intl Business Mach Jan 15 21 $155 (100 Shs)
Q2 2020 Filed on Aug 19, 2020
2
N/A
Aevi Genomic Medicine Inc Com
Q2 2020 Filed on Aug 19, 2020
250
N/A
Allergan Plc. Com Usd0.0001
Q2 2020 Filed on Aug 19, 2020
254
N/A
Aon PLC Com Usd0.01 Cl A
Q2 2020 Filed on Aug 19, 2020
480
N/A
Call (Bx) Blackstone Group Inc Jan 17 20 $37 (100 Shs)
Q2 2020 Filed on Aug 19, 2020
1
N/A
AMP
Ameriprise Financial Inc

Financial Services
Q2 2020 Filed on Aug 19, 2020
100
$90.32 - $162.7 $9.03K - $16.3K
STT
State Street Corp

Financial Services
Q2 2020 Filed on Aug 19, 2020
641
$50.4 - $71.03 $32.3K - $45.5K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q2 2020 Filed on Aug 19, 2020
734
$9.81 - $11.65 $7.2K - $8.55K
NRG
Nrg Energy, Inc.

Utilities
Q2 2020 Filed on Aug 19, 2020
1
$26.21 - $38.16 $26.2 - $38.2
MMP
Magellan Midstream Partners, L.P.

Energy
Q2 2020 Filed on Aug 19, 2020
160
$34.76 - $49.42 $5.56K - $7.91K
Kemet Corp Com New
Q2 2020 Filed on Aug 19, 2020
1,011
N/A
Consolidated Tomoka Ld CO Com
Q2 2020 Filed on Aug 19, 2020
300
N/A
Interxion Holding Com Eur0.10
Q2 2020 Filed on Aug 19, 2020
621
N/A
CTIC
Cti Biopharma Corp

Healthcare
Q2 2020 Filed on Aug 19, 2020
10
$0.88 - $1.32 $8.8 - $13.2
Ingersoll Rand PLC Shs Usd1
Q2 2020 Filed on Aug 19, 2020
1,020
N/A
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
Q2 2020 Filed on Aug 19, 2020
65
$27.46 - $45.84 $1.78K - $2.98K
GKOS
Glaukos Corp

Healthcare
Q2 2020 Filed on Aug 19, 2020
1,795
$28.78 - $46.83 $51.7K - $84.1K
Frontier Communications Corp Com New
Q2 2020 Filed on Aug 19, 2020
3
N/A
E Trade Finl Corp Com New
Q2 2020 Filed on Aug 19, 2020
698
N/A
OKE
Oneok Inc

Energy
Q2 2020 Filed on Aug 19, 2020
539
$19.2 - $48.04 $10.3K - $25.9K
CX
Cemex Sab De Cv

Basic Materials
Q2 2020 Filed on Aug 19, 2020
1,259
$1.74 - $3.14 $2.19K - $3.95K
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