IWA
Icon Wealth Advisors’s Alarm.com ALRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,441
| Closed | -$148K | – | 479 |
|
|
2024
Q4 | $148K | Sell |
2,441
-438
| -15% | -$26.6K | 0.01% | 430 |
|
|
2024
Q3 | $157K | Sell |
2,879
-1,276
| -31% | -$69.8K | 0.01% | 398 |
|
|
2024
Q2 | $293K | Sell |
4,155
-856
| -17% | -$60.4K | 0.03% | 286 |
|
|
2024
Q1 | $363K | Sell |
5,011
-610
| -11% | -$44.2K | 0.03% | 245 |
|
|
2023
Q4 | $363K | Buy |
+5,621
| New | +$363K | 0.04% | 240 |
|
|
2022
Q4 | $541K | Sell |
10,935
-678
| -6% | -$33.5K | 0.06% | 183 |
|
|
2022
Q3 | $753K | Buy |
+11,613
| New | +$753K | 0.09% | 159 |
|