Accel Wealth Management’s The RMR Group RMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-301
| Closed | -$7.9K | – | 706 |
|
|
2023
Q1 | $7.9K | Hold |
301
| – | – | ﹤0.01% | 946 |
|
|
2022
Q4 | $8.51K | Hold |
301
| – | – | ﹤0.01% | 742 |
|
|
2022
Q3 | $8K | Buy |
301
+44
| +17% | +$1.17K | ﹤0.01% | 784 |
|
|
2022
Q2 | $7K | Hold |
257
| – | – | ﹤0.01% | 766 |
|
|
2022
Q1 | $8K | Sell |
257
-3
| -1% | -$93 | ﹤0.01% | 746 |
|
|
2021
Q4 | $9K | Sell |
260
-7
| -3% | -$242 | ﹤0.01% | 730 |
|
|
2021
Q3 | $9K | Hold |
267
| – | – | 0.01% | 665 |
|
|
2021
Q2 | $10K | Sell |
267
-18
| -6% | -$674 | 0.01% | 697 |
|
|
2021
Q1 | $12K | Hold |
285
| – | – | 0.01% | 626 |
|
|
2020
Q4 | $11K | Buy |
+285
| New | +$11K | 0.01% | 607 |
|