LPL Financial’s The RMR Group RMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,315
| Closed | -$263K | – | 4917 |
|
|
2023
Q4 | $263K | Buy |
9,315
+374
| +4% | +$10.6K | ﹤0.01% | 4138 |
|
|
2023
Q3 | $219K | Buy |
+8,941
| New | +$219K | ﹤0.01% | 4115 |
|
|
2018
Q4 | – | Sell |
-2,625
| Closed | -$244K | – | 3191 |
|
|
2018
Q3 | $244K | Buy |
+2,625
| New | +$244K | ﹤0.01% | 2836 |
|
|
2016
Q2 | – | Sell |
-8,719
| Closed | -$213K | – | 2917 |
|
|
2016
Q1 | $213K | Sell |
8,719
-5,594
| -39% | -$137K | ﹤0.01% | 2753 |
|
|
2015
Q4 | $226K | Buy |
+14,313
| New | +$226K | ﹤0.01% | 2737 |
|