OneDigital Investment Advisors’s Alarm.com ALRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-5,245
| Closed | -$339K | – | 1092 |
|
2023
Q4 | $339K | Buy |
5,245
+1,399
| +36% | +$90.4K | 0.01% | 869 |
|
2023
Q3 | $235K | Buy |
+3,846
| New | +$235K | 0.01% | 890 |
|
2022
Q4 | – | Sell |
-3,833
| Closed | -$249K | – | 821 |
|
2022
Q3 | $249K | Sell |
3,833
-228
| -6% | -$14.8K | 0.01% | 652 |
|
2022
Q2 | $251K | Buy |
+4,061
| New | +$251K | 0.01% | 603 |
|