RWB
RMR Wealth Builders’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
714
+4
| +0.6% | +$1.62K | 0.03% | 234 |
|
|
2025
Q1 | $298K | Sell |
710
-15
| -2% | -$6.3K | 0.03% | 204 |
|
|
2024
Q4 | $351K | Hold |
725
| – | – | 0.04% | 192 |
|
|
2024
Q3 | $367K | Buy |
725
+13
| +2% | +$6.59K | 0.04% | 189 |
|
|
2024
Q2 | $320K | Sell |
712
-14
| -2% | -$6.29K | 0.04% | 192 |
|
|
2024
Q1 | $346K | Hold |
726
| – | – | 0.04% | 194 |
|
|
2023
Q4 | $328K | Hold |
726
| – | – | 0.05% | 185 |
|
|
2023
Q3 | $249K | Hold |
726
| – | – | 0.04% | 204 |
|
|
2023
Q2 | $254K | Hold |
726
| – | – | 0.04% | 178 |
|
|
2023
Q1 | $237K | Hold |
726
| – | – | 0.05% | 185 |
|
|
2022
Q4 | $244K | Hold |
726
| – | – | 0.06% | 164 |
|
|
2022
Q3 | $201K | Buy |
+726
| New | +$201K | 0.05% | 186 |
|
|
2022
Q2 | – | Sell |
-726
| Closed | -$216K | – | 202 |
|
|
2022
Q1 | $216K | Hold |
726
| – | – | 0.05% | 191 |
|
|
2021
Q4 | $243K | Buy |
+726
| New | +$243K | 0.07% | 106 |
|
|
2021
Q2 | – | Sell |
-726
| Closed | -$133K | – | 415 |
|
|
2021
Q1 | $133K | Hold |
726
| – | – | 0.03% | 239 |
|
|
2020
Q4 | $116K | Buy |
+726
| New | +$116K | 0.06% | 194 |
|
|
2020
Q3 | – | Sell |
-726
| Closed | -$88K | – | 342 |
|
|
2020
Q2 | $88K | Buy |
+726
| New | +$88K | 0.08% | 179 |
|
|
2019
Q4 | $112K | Buy |
+726
| New | +$112K | 0.11% | 162 |
|