Creative Planning’s The RMR Group RMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $266K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $32.5K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $224K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $69K | Buy |
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|
2017
Q1 | $64K | Buy |
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|
2016
Q4 | $8K | Sell |
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|
2016
Q3 | $10K | Buy |
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|
2016
Q2 | $8K | Buy |
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|
2016
Q1 | $5K | Sell |
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|
2015
Q4 | $4K | Buy |
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