EverSource Wealth Advisors’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
2026 Q1	$10.2K	Sell	662 -21	-3%	-$341	﹤0.01%	2901
2025 Q4	$10.2K	Sell	683 -565	-45%	-$8.6K	﹤0.01%	2788
2025 Q3	$19.6K	Buy	1,248 +17	+1%	+$284	﹤0.01%	2367
2025 Q2	$20.1K	Buy	1,231 +1,001	+435%	+$15.3K	﹤0.01%	2283
2025 Q1	$3.83K	Buy	+230	New	+$4.23K	﹤0.01%	2623
2024 Q4	–	Sell	-259	Closed	-$6.57K	–	3808
2024 Q3	$6.57K	Hold	259	–	–	﹤0.01%	2101
2024 Q2	$6.72K	Hold	259	–	–	﹤0.01%	2082
2024 Q1	$6.14K	Hold	259	–	–	﹤0.01%	1944
2023 Q4	$7.31K	Hold	259	–	–	﹤0.01%	1702
2023 Q3	$6.35K	Hold	259	–	–	﹤0.01%	1598
2023 Q2	$6K	Buy	+259	New	+$6.05K	﹤0.01%	1650