Carson Wealth (CWM LLC)’s The RMR Group RMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
6,522
+4,458
| +216% | +$73.1K | ﹤0.01% | 2651 |
|
|
2025
Q1 | $34K | Buy |
2,064
+85
| +4% | +$1.4K | ﹤0.01% | 3291 |
|
|
2024
Q4 | $41K | Sell |
1,979
-531
| -21% | -$11K | ﹤0.01% | 2950 |
|
|
2024
Q3 | $64K | Sell |
2,510
-258
| -9% | -$6.58K | ﹤0.01% | 2510 |
|
|
2024
Q2 | $63K | Buy |
2,768
+36
| +1% | +$819 | ﹤0.01% | 2303 |
|
|
2024
Q1 | $66K | Buy |
2,732
+55
| +2% | +$1.33K | ﹤0.01% | 2123 |
|
|
2023
Q4 | $76K | Buy |
2,677
+3
| +0.1% | +$85 | ﹤0.01% | 1916 |
|
|
2023
Q3 | $66K | Buy |
2,674
+42
| +2% | +$1.04K | ﹤0.01% | 1901 |
|
|
2023
Q2 | $61K | Buy |
2,632
+704
| +37% | +$16.3K | ﹤0.01% | 1845 |
|
|
2023
Q1 | $51K | Buy |
1,928
+1,817
| +1,637% | +$48.1K | ﹤0.01% | 1863 |
|
|
2022
Q4 | $3K | Buy |
111
+81
| +270% | +$2.19K | ﹤0.01% | 3444 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 3729 |
|
|
2022
Q2 | $1K | Sell |
30
-57
| -66% | -$1.9K | ﹤0.01% | 3602 |
|
|
2022
Q1 | $3K | Buy |
87
+30
| +53% | +$1.03K | ﹤0.01% | 3061 |
|
|
2021
Q4 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 3157 |
|
|
2021
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 2666 |
|
|
2021
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 2666 |
|
|
2020
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 2666 |
|
|
2020
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 2666 |
|
|
2020
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 2666 |
|
|
2020
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 2666 |
|
|
2019
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 2666 |
|
|
2019
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 2666 |
|
|
2019
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 2666 |
|
|
2019
Q1 | $2K | Sell |
57
-7
| -11% | -$246 | ﹤0.01% | 2666 |
|
|
2018
Q4 | $3K | Sell |
64
-23
| -26% | -$1.08K | ﹤0.01% | 1669 |
|
|
2018
Q3 | $8K | Buy |
87
+82
| +1,640% | +$7.54K | ﹤0.01% | 1228 |
|
|
2018
Q2 | $0 | Buy |
5
+3
| +150% | – | ﹤0.01% | 1759 |
|
|
2018
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1521 |
|
|
2016
Q4 | – | Sell |
-5
| Closed | – | – | 1165 |
|
|
2016
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1051 |
|
|
2016
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 849 |
|
|
2016
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 804 |
|