RMR WEALTH BUILDERS – Transaction History
RMR WEALTH BUILDERS portfolio value:
249,000
portfolio value
RMR WEALTH BUILDERS quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.50% | 33 shares | -7K | 6.60K | |
| Q2 2022 | share | Decrease | -6.86% | -484 shares | -58K | 6.57K | |
| Q1 2022 | share | Increase | +13.12% | 819 shares | 37K | 7.06K | |
| Q4 2021 | share | Increase | +5.09% | 302 shares | 31K | 6.24K | |
| Q3 2021 | share | Increase | 0.00% | 5.93K shares | 246K | 5.93K | |
| Q2 2021 | share | Decrease | -100.00% | -5.51K shares | -223K | 0 | |
| Q1 2021 | share | Increase | 0.00% | 5.51K shares | 223K | 5.51K |