VWA
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Valued Wealth Advisors’s The RMR Group RMR Stock Holding History

Valued Wealth Advisors’s Portfolio RMR Stock Details RMR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19
Closed -$456 – 624
2024
Q1 		$456 Sell
19
-16
-46% -$384 ﹤0.01% 501
2023
Q4 		$859 Buy
+35
New +$859 ﹤0.01% 389