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Lenox Wealth Advisors’s Alarm.com ALRM Stock Holding History

Lenox Wealth Advisors’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-475
Closed -$26K – 615
2020
Q3 		$26K Hold
475
– – ﹤0.01% 246
2020
Q2 		$31K Hold
475
– – ﹤0.01% 216
2020
Q1 		$18K Hold
475
– – ﹤0.01% 277
2019
Q4 		$20K Buy
+475
New +$21.4K ﹤0.01% 335

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ACM
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RP
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Capital World Investors
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State Street
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DGI
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GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return