WealthPLAN Partners’s The RMR Group RMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1
Closed -$20 1376
2023
Q1
$20 Buy
+1
New +$20 ﹤0.01% 1314
2017
Q2
Sell
-25
Closed -$1.21K 368
2017
Q1
$1.21K Buy
+25
New +$1.21K ﹤0.01% 421
2016
Q3
$1.23K Sell
32
-28
-47% -$1.08K ﹤0.01% 884
2016
Q2
$992 Buy
+60
New +$992 ﹤0.01% 2332
2015
Q4
$159 Buy
+11
New +$159 ﹤0.01% 1625