Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $936 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MESO
Mesoblast LTD

Healthcare
Q2 2021 Filed on Aug 16, 2021
150
$6.69 - $9.0 $1K - $1.35K
MGM
Mgm Resorts International

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
200
$37.14 - $44.16 $7.43K - $8.83K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q2 2021 Filed on Aug 16, 2021
2,142
$15.18 - $16.01 $32.5K - $34.3K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
Q2 2021 Filed on Aug 16, 2021
32
$57.58 - $64.67 $1.84K - $2.07K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
120
$26.11 - $33.71 $3.13K - $4.05K
Northern Star Acquisition CO
Q2 2021 Filed on Aug 16, 2021
130
N/A
NKLA
Nikola Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
3
$9.65 - $18.93 $29 - $56.8
NCR
Ncr Corp

Technology
Q2 2021 Filed on Aug 16, 2021
4
$37.94 - $49.4 $152 - $198
NNOX
Nano X Imaging Ltd.

Healthcare
Q2 2021 Filed on Aug 16, 2021
40
$19.8 - $48.55 $792 - $1.94K
MSEX
Middlesex Water CO

Utilities
Q2 2021 Filed on Aug 16, 2021
600
$77.58 - $88.0 $46.5K - $52.8K
CBLS
Listed Fds Tr Changebridge Cap

ETFs
Q2 2021 Filed on Aug 16, 2021
500
$25.07 - $27.79 $12.5K - $13.9K
Listed Fd Tr
Q2 2021 Filed on Aug 16, 2021
500
N/A
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2021 Filed on Aug 16, 2021
331
$77.05 - $83.36 $25.5K - $27.6K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2021 Filed on Aug 16, 2021
966
$102.28 - $108.72 $98.8K - $105K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
Q2 2021 Filed on Aug 16, 2021
15
$54.55 - $55.32 $818 - $830
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q2 2021 Filed on Aug 16, 2021
372
$45.56 - $46.09 $16.9K - $17.1K
SOXX
Ishares Semiconductor ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
42
$387.58 - $454.22 $16.3K - $19.1K
ITB
Ishares Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
200
$66.57 - $77.09 $13.3K - $15.4K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q2 2021 Filed on Aug 16, 2021
986
$69.41 - $73.87 $68.4K - $72.8K
ICLN
Ishares

ETFs
Q2 2021 Filed on Aug 16, 2021
7,203
$20.71 - $24.62 $149K - $177K
IGV
Ishares Expanded Tech Software

ETFs
Q2 2021 Filed on Aug 16, 2021
20
$333.59 - $395.13 $6.67K - $7.9K
LRNZ
Trueshares Technology, Ai & De

ETFs
Q2 2021 Filed on Aug 16, 2021
100
$36.79 - $46.52 $3.68K - $4.65K
LSXMA
Liberty Media Corp

Communication Services
Q2 2021 Filed on Aug 16, 2021
140
$40.75 - $47.42 $5.71K - $6.64K
LMND
Lemonade, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
50
$60.17 - $111.9 $3.01K - $5.6K
LCI
Lannett CO Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
550
$4.17 - $5.74 $2.29K - $3.16K
KBNT
Kubient, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
3,000
$4.05 - $7.53 $12.2K - $22.6K
KEY
Keycorp

Financial Services
Q2 2021 Filed on Aug 16, 2021
78
$19.84 - $23.52 $1.55K - $1.83K
KSU
Kansas City Southern

Industrials
Q2 2021 Filed on Aug 16, 2021
46
N/A
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q2 2021 Filed on Aug 16, 2021
25
$76.82 - $82.21 $1.92K - $2.06K
NVT
N Vent Electric PLC

Industrials
Q2 2021 Filed on Aug 16, 2021
350
$28.14 - $33.02 $9.85K - $11.6K
PRU
Prudential Financial Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
531
$92.71 - $108.51 $49.2K - $57.6K
SIMO
Silicon Motion Technology Corp

Technology
Q2 2021 Filed on Aug 16, 2021
126
$62.59 - $72.56 $7.89K - $9.14K
SWKS
Skyworks Solutions, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
200
$161.53 - $199.66 $32.3K - $39.9K
SNN
Smith & Nephew PLC

Healthcare
Q2 2021 Filed on Aug 16, 2021
408
$37.86 - $44.01 $15.4K - $18K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
Q2 2021 Filed on Aug 16, 2021
624
$41.45 - $55.69 $25.9K - $34.8K
SO
Southern CO

Utilities
Q2 2021 Filed on Aug 16, 2021
822
$60.46 - $66.42 $49.7K - $54.6K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q2 2021 Filed on Aug 16, 2021
858
$42.87 - $44.22 $36.8K - $37.9K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q2 2021 Filed on Aug 16, 2021
1,400
$79.92 - $87.25 $112K - $122K
GBT
Global Blood Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
400
$32.46 - $43.42 $13K - $17.4K
GIS
General Mills Inc

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
740
$59.15 - $64.03 $43.8K - $47.4K
HQH
Tekla Healthcare Investors

Financial Services
Q2 2021 Filed on Aug 16, 2021
3,637
$23.09 - $25.91 $84K - $94.2K
AJX
Great Ajax Corp.

Real Estate
Q2 2021 Filed on Aug 16, 2021
973
$11.34 - $13.07 $11K - $12.7K
GRFS
Grifols Sa

Healthcare
Q2 2021 Filed on Aug 16, 2021
2,178
$16.62 - $18.94 $36.2K - $41.3K
SBR
Sabine Royalty Trust

Energy
Q2 2021 Filed on Aug 16, 2021
53
$30.87 - $40.32 $1.64K - $2.14K
HSY
Hershey CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
572
$158.19 - $175.12 $90.5K - $100K
HP
Helmerich & Payne, Inc.

Energy
Q2 2021 Filed on Aug 16, 2021
192
$25.26 - $34.79 $4.85K - $6.68K
DGX
Quest Diagnostics Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
140
$126.66 - $141.48 $17.7K - $19.8K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
115
$39.96 - $51.96 $4.6K - $5.98K
Gw Pharmaceuticals PLC
Q2 2021 Filed on Aug 16, 2021
100
N/A
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