SWA
SOA Wealth Advisors’s The RMR Group RMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65 | Hold |
4
| – | – | ﹤0.01% | 852 |
|
|
2025
Q1 | $67 | Hold |
4
| – | – | ﹤0.01% | 859 |
|
|
2024
Q4 | $83 | Hold |
4
| – | – | ﹤0.01% | 847 |
|
|
2024
Q3 | $102 | Hold |
4
| – | – | ﹤0.01% | 808 |
|
|
2024
Q2 | $90 | Hold |
4
| – | – | ﹤0.01% | 824 |
|
|
2024
Q1 | $96 | Hold |
4
| – | – | ﹤0.01% | 873 |
|
|
2023
Q4 | $113 | Hold |
4
| – | – | ﹤0.01% | 868 |
|
|
2023
Q3 | $98 | Hold |
4
| – | – | ﹤0.01% | 904 |
|
|
2023
Q2 | $93 | Hold |
4
| – | – | ﹤0.01% | 909 |
|
|
2023
Q1 | $105 | Hold |
4
| – | – | ﹤0.01% | 935 |
|
|
2022
Q4 | $113 | Hold |
4
| – | – | ﹤0.01% | 936 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 967 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 998 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 994 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 968 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 978 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 957 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 911 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 875 |
|