Creative Planning’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
Q1 | – | Sell |
-1,576
| Closed | -$32.5K | – | 3650 |
|
|
2024
Q4 | $32.5K | Buy |
+1,576
| New | +$32.5K | ﹤0.01% | 3280 |
|
|
2023
Q2 | – | Sell |
-8,550
| Closed | -$224K | – | 2665 |
|
|
2023
Q1 | $224K | Buy |
+8,550
| New | +$224K | ﹤0.01% | 2030 |
|
|
2017
Q3 | – | Sell |
-1,419
| Closed | -$69K | – | 3241 |
|
|
2017
Q2 | $69K | Buy |
1,419
+118
| +9% | +$5.74K | ﹤0.01% | 2251 |
|
|
2017
Q1 | $64K | Buy |
1,301
+1,090
| +517% | +$53.6K | ﹤0.01% | 2276 |
|
|
2016
Q4 | $8K | Sell |
211
-48
| -19% | -$1.82K | ﹤0.01% | 3639 |
|
|
2016
Q3 | $10K | Buy |
259
+10
| +4% | +$386 | ﹤0.01% | 3471 |
|
|
2016
Q2 | $8K | Buy |
249
+30
| +14% | +$964 | ﹤0.01% | 3341 |
|
|
2016
Q1 | $5K | Sell |
219
-72
| -25% | -$1.64K | ﹤0.01% | 3550 |
|
|
2015
Q4 | $4K | Buy |
+291
| New | +$4K | ﹤0.01% | 3727 |
|