Northwestern Mutual Wealth Management’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 | – | Sell |
-4
| Closed | -$67 | – | 3946 |
|
2025
Q1 | $67 | Buy |
+4
| New | +$67 | ﹤0.01% | 3558 |
|
2024
Q4 | – | Sell |
-10
| Closed | -$254 | – | 3842 |
|
2024
Q3 | $254 | Sell |
10
-290
| -97% | -$7.37K | ﹤0.01% | 3422 |
|
2024
Q2 | $6.78K | Buy |
+300
| New | +$6.78K | ﹤0.01% | 2776 |
|
2023
Q4 | – | Sell |
-11
| Closed | -$270 | – | 3649 |
|
2023
Q3 | $270 | Sell |
11
-2
| -15% | -$49 | ﹤0.01% | 3160 |
|
2023
Q2 | $301 | Buy |
+13
| New | +$301 | ﹤0.01% | 3211 |
|
2023
Q1 | – | Sell |
-4
| Closed | -$113 | – | 3555 |
|
2022
Q4 | $113 | Sell |
4
-1
| -20% | -$28 | ﹤0.01% | 3220 |
|
2022
Q3 | $0 | Buy |
5
+3
| +150% | – | ﹤0.01% | 3347 |
|
2022
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3427 |
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 3297 |
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3182 |
|
2020
Q3 | – | Sell |
-5
| Closed | – | – | 2650 |
|
2020
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2641 |
|
2018
Q4 | – | Sell |
-18
| Closed | -$1K | – | 2610 |
|
2018
Q3 | $1K | Buy |
18
+17
| +1,700% | +$944 | ﹤0.01% | 2394 |
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2474 |
|
2018
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2399 |
|
2017
Q2 | – | Sell |
-18
| Closed | -$1K | – | 2138 |
|
2017
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1929 |
|
2016
Q2 | – | Sell |
-17
| Closed | – | – | 2223 |
|
2016
Q1 | $0 | Buy |
17
+14
| +467% | – | ﹤0.01% | 2263 |
|
2015
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1797 |
|