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Mount Yale Investment Advisors’s Alarm.com ALRM Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-757
Closed -$42.8K – 710
2025
Q2 		$42.8K Buy
+757
New +$42K ﹤0.01% 857
2018
Q4 		– Sell
-2,118
Closed -$100K – 331
2018
Q3 		$100K Sell
2,118
-1,527
-42% -$76.8K 0.02% 443
2018
Q2 		$147K Sell
3,645
-3
-0.1% -$124 0.03% 354
2018
Q1 		$138K Buy
+3,648
New +$138K 0.03% 361

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DGI
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GCM
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BCM
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BAM
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Dimensional Fund Advisors
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