Clearstead Advisors’s The RMR Group RMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33 | Buy |
+2
| New | +$33 | ﹤0.01% | 2688 |
|
|
2025
Q1 | – | Sell |
-29
| Closed | -$599 | – | 2295 |
|
|
2024
Q4 | $599 | Hold |
29
| – | – | ﹤0.01% | 1965 |
|
|
2024
Q3 | $737 | Hold |
29
| – | – | ﹤0.01% | 1935 |
|
|
2024
Q2 | $656 | Hold |
29
| – | – | ﹤0.01% | 1921 |
|
|
2024
Q1 | $703 | Hold |
29
| – | – | ﹤0.01% | 1429 |
|
|
2023
Q4 | $819 | Sell |
29
-29
| -50% | -$819 | ﹤0.01% | 1418 |
|
|
2023
Q3 | $1.42K | Buy |
58
+29
| +100% | +$712 | ﹤0.01% | 1431 |
|
|
2023
Q2 | $672 | Hold |
29
| – | – | ﹤0.01% | 1283 |
|
|
2023
Q1 | $761 | Hold |
29
| – | – | ﹤0.01% | 1267 |
|
|
2022
Q4 | $819 | Hold |
29
| – | – | ﹤0.01% | 1188 |
|
|
2022
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 1184 |
|
|
2022
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 1214 |
|
|
2022
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 1316 |
|
|
2021
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 1206 |
|
|
2021
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 1232 |
|
|
2021
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 1188 |
|
|
2021
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 1056 |
|
|
2020
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 945 |
|
|
2020
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 852 |
|
|
2020
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 765 |
|
|
2020
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 752 |
|