RWB
RMR Wealth Builders’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Sell |
9,195
-1,510
| -14% | -$109K | 0.06% | 148 |
|
|
2025
Q1 | $586K | Buy |
10,705
+92
| +0.9% | +$5.03K | 0.06% | 139 |
|
|
2024
Q4 | $1.25M | Buy |
10,613
+89
| +0.8% | +$10.5K | 0.13% | 91 |
|
|
2024
Q3 | $1.15M | Buy |
10,524
+2,042
| +24% | +$224K | 0.12% | 93 |
|
|
2024
Q2 | $828K | Buy |
8,482
+1,061
| +14% | +$104K | 0.1% | 108 |
|
|
2024
Q1 | $649K | Buy |
7,421
+1,308
| +21% | +$114K | 0.08% | 128 |
|
|
2023
Q4 | $440K | Sell |
6,113
-144
| -2% | -$10.4K | 0.06% | 153 |
|
|
2023
Q3 | $489K | Buy |
6,257
+7
| +0.1% | +$547 | 0.08% | 139 |
|
|
2023
Q2 | $483K | Buy |
6,250
+30
| +0.5% | +$2.32K | 0.08% | 120 |
|
|
2023
Q1 | $379K | Buy |
+6,220
| New | +$379K | 0.07% | 139 |
|
|
2021
Q2 | – | Sell |
-3,890
| Closed | -$253K | – | 667 |
|
|
2021
Q1 | $253K | Buy |
3,890
+3,590
| +1,197% | +$233K | 0.07% | 158 |
|
|
2020
Q4 | $24K | Buy |
+300
| New | +$24K | 0.01% | 337 |
|