J.P. Morgan Private Wealth Advisors’s Alarm.com ALRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,361
| Closed | -$218K | – | 1925 |
|
|
2022
Q3 | $218K | Sell |
3,361
-503
| -13% | -$32.6K | ﹤0.01% | 1775 |
|
|
2022
Q2 | $239K | Sell |
3,864
-1,272
| -25% | -$78.7K | ﹤0.01% | 1760 |
|
|
2022
Q1 | $341K | Sell |
5,136
-960
| -16% | -$63.7K | ﹤0.01% | 1699 |
|
|
2021
Q4 | $517K | Buy |
+6,096
| New | +$517K | ﹤0.01% | 1540 |
|
|
2019
Q2 | – | Sell |
-3,217
| Closed | -$209K | – | 1376 |
|
|
2019
Q1 | $209K | Sell |
3,217
-6,300
| -66% | -$409K | ﹤0.01% | 1362 |
|
|
2018
Q4 | $494K | Sell |
9,517
-2,120
| -18% | -$110K | ﹤0.01% | 973 |
|
|
2018
Q3 | $668K | Sell |
11,637
-66
| -0.6% | -$3.79K | ﹤0.01% | 967 |
|
|
2018
Q2 | $473K | Buy |
11,703
+290
| +3% | +$11.7K | ﹤0.01% | 1025 |
|
|
2018
Q1 | $431K | Hold |
11,413
| – | – | ﹤0.01% | 916 |
|
|
2017
Q4 | $431K | Hold |
11,413
| – | – | ﹤0.01% | 920 |
|
|
2017
Q3 | $516K | Buy |
11,413
+2,460
| +27% | +$111K | ﹤0.01% | 829 |
|
|
2017
Q2 | $337K | Buy |
+8,953
| New | +$337K | ﹤0.01% | 970 |
|