Patriot Financial Group Insurance Agency’s The RMR Group RMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-98
| Closed | -$3K | – | 1621 |
|
|
2022
Q2 | $3K | Hold |
98
| – | – | ﹤0.01% | 1676 |
|
|
2022
Q1 | $3K | Hold |
98
| – | – | ﹤0.01% | 1792 |
|
|
2021
Q4 | $3K | Sell |
98
-4
| -4% | -$122 | ﹤0.01% | 1879 |
|
|
2021
Q3 | $3K | Buy |
102
+2
| +2% | +$59 | ﹤0.01% | 1869 |
|
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 1729 |
|
|
2021
Q1 | $4K | Sell |
100
-3
| -3% | -$120 | ﹤0.01% | 1640 |
|
|
2020
Q4 | $4K | Sell |
103
-7
| -6% | -$272 | ﹤0.01% | 1499 |
|
|
2020
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 1389 |
|
|
2020
Q2 | $3K | Hold |
110
| – | – | ﹤0.01% | 1326 |
|
|
2020
Q1 | $3K | Sell |
110
-221
| -67% | -$6.03K | ﹤0.01% | 1240 |
|
|
2019
Q4 | $15K | Buy |
331
+1
| +0.3% | +$45 | 0.01% | 750 |
|
|
2019
Q3 | $15K | Buy |
330
+2
| +0.6% | +$91 | 0.01% | 719 |
|
|
2019
Q2 | $16K | Buy |
328
+1
| +0.3% | +$49 | 0.01% | 708 |
|
|
2019
Q1 | $20K | Buy |
327
+26
| +9% | +$1.59K | 0.01% | 557 |
|
|
2018
Q4 | $16K | Sell |
301
-29
| -9% | -$1.54K | 0.01% | 516 |
|
|
2018
Q3 | $31K | Buy |
330
+112
| +51% | +$10.5K | 0.02% | 394 |
|
|
2018
Q2 | $17K | Buy |
+218
| New | +$17K | 0.02% | 321 |
|
|
2018
Q1 | – | Sell |
-218
| Closed | -$12K | – | 984 |
|
|
2017
Q4 | $12K | Buy |
218
+1
| +0.5% | +$55 | 0.01% | 561 |
|
|
2017
Q3 | $12K | Buy |
217
+1
| +0.5% | +$55 | 0.01% | 520 |
|
|
2017
Q2 | $11K | Hold |
216
| – | – | 0.01% | 519 |
|
|
2017
Q1 | $10K | Hold |
216
| – | – | 0.01% | 485 |
|
|
2016
Q4 | $9K | Buy |
+216
| New | +$9K | 0.01% | 487 |
|