RWB
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RMR Wealth Builders’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

RMR Wealth Builders’s Portfolio BBC Stock Details BBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-709
Closed -$36K – 224
2021
Q1 		$36K Buy
709
+642
+958% +$35.1K 0.01% 418
2020
Q4 		$3K Buy
+67
New +$3.01K ﹤0.01% 478
2019
Q4 		$33K Buy
+880
New +$26.2K 0.03% 263

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Morgan Stanley
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FTUS
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HI
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Stifel Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return