Huber Financial Advisors’s Alarm.com ALRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $554K | Buy |
14,228
+654
| +5% | +$25.5K | 0.21% | 59 |
|
|
2019
Q4 | $583K | Buy |
13,574
+3,979
| +41% | +$171K | 0.2% | 61 |
|
|
2019
Q3 | $448K | Buy |
9,595
+547
| +6% | +$25.5K | 0.17% | 68 |
|
|
2019
Q2 | $484K | Hold |
9,048
| – | – | 0.21% | 64 |
|
|
2019
Q1 | $587K | Sell |
9,048
-10,353
| -53% | -$672K | 0.29% | 53 |
|
|
2018
Q4 | $1.01M | Hold |
19,401
| – | – | 0.55% | 28 |
|
|
2018
Q3 | $1.11M | Hold |
19,401
| – | – | 0.85% | 23 |
|
|
2018
Q2 | $783K | Buy |
19,401
+504
| +3% | +$20.3K | 0.71% | 27 |
|
|
2018
Q1 | $713K | Buy |
+18,897
| New | +$713K | 0.7% | 27 |
|