RMR Wealth Builders’s Main Street Capital MAIN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $777K | Sell |
13,148
-1,113
| -8% | -$65.8K | 0.07% | 137 |
|
2025
Q1 | $807K | Buy |
14,261
+121
| +0.9% | +$6.84K | 0.08% | 117 |
|
2024
Q4 | $828K | Buy |
14,140
+832
| +6% | +$48.7K | 0.09% | 121 |
|
2024
Q3 | $667K | Sell |
13,308
-1,644
| -11% | -$82.4K | 0.07% | 128 |
|
2024
Q2 | $755K | Buy |
14,952
+155
| +1% | +$7.83K | 0.09% | 114 |
|
2024
Q1 | $700K | Buy |
14,797
+28
| +0.2% | +$1.33K | 0.08% | 123 |
|
2023
Q4 | $638K | Sell |
14,769
-533
| -3% | -$23K | 0.09% | 120 |
|
2023
Q3 | $622K | Sell |
15,302
-126
| -0.8% | -$5.12K | 0.1% | 117 |
|
2023
Q2 | $618K | Buy |
15,428
+1,447
| +10% | +$57.9K | 0.11% | 98 |
|
2023
Q1 | $552K | Buy |
+13,981
| New | +$552K | 0.1% | 96 |
|
2021
Q2 | – | Sell |
-3,561
| Closed | -$139K | – | 468 |
|
2021
Q1 | $139K | Buy |
3,561
+532
| +18% | +$20.8K | 0.04% | 233 |
|
2020
Q4 | $98K | Sell |
3,029
-23,618
| -89% | -$764K | 0.05% | 204 |
|
2020
Q3 | $788K | Buy |
26,647
+25,229
| +1,779% | +$746K | 0.2% | 79 |
|
2020
Q2 | $44K | Buy |
+1,418
| New | +$44K | 0.04% | 238 |
|
2019
Q4 | $108K | Buy |
+2,514
| New | +$108K | 0.1% | 164 |
|