Ritholtz 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
2024
Q1
Sell
-12,575
Closed -$355K 822
2023
Q4
$355K Buy
12,575
+294
+2% +$8.3K 0.01% 562
2023
Q3
$301K Sell
12,281
-3,073
-20% -$75.4K 0.01% 547
2023
Q2
$356K Sell
15,354
-2,440
-14% -$56.5K 0.02% 503
2023
Q1
$467K Buy
+17,794
New +$467K 0.02% 425