SWA
Sutton Wealth Advisors’s Alarm.com ALRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-541
| Closed | -$26.8K | – | 833 |
|
|
2022
Q4 | $26.8K | Sell |
541
-315
| -37% | -$15.6K | 0.01% | 583 |
|
|
2022
Q3 | $55.5K | Buy |
856
+180
| +27% | +$11.7K | 0.02% | 358 |
|
|
2022
Q2 | $41.8K | Sell |
676
-96
| -12% | -$5.94K | 0.02% | 431 |
|
|
2022
Q1 | $51.3K | Buy |
772
+78
| +11% | +$5.18K | 0.02% | 390 |
|
|
2021
Q4 | $58.9K | Buy |
694
+70
| +11% | +$5.94K | 0.02% | 372 |
|
|
2021
Q3 | $48.8K | Hold |
624
| – | – | 0.02% | 400 |
|
|
2021
Q2 | $52.9K | Buy |
624
+71
| +13% | +$6.01K | 0.02% | 392 |
|
|
2021
Q1 | $47.8K | Buy |
553
+14
| +3% | +$1.21K | 0.02% | 405 |
|
|
2020
Q4 | $55.8K | Hold |
539
| – | – | 0.02% | 329 |
|
|
2020
Q3 | $29.8K | Hold |
539
| – | – | 0.01% | 433 |
|
|
2020
Q2 | $34.9K | Hold |
539
| – | – | 0.02% | 382 |
|
|
2020
Q1 | $21K | Hold |
539
| – | – | 0.01% | 467 |
|
|
2019
Q4 | $23.2K | Hold |
539
| – | – | 0.01% | 541 |
|
|
2019
Q3 | $25.1K | Hold |
539
| – | – | 0.01% | 503 |
|
|
2019
Q2 | $28.8K | Hold |
539
| – | – | 0.02% | 468 |
|
|
2019
Q1 | $35K | Hold |
539
| – | – | 0.02% | 389 |
|
|
2018
Q4 | $28K | Buy |
539
+156
| +41% | +$8.09K | 0.02% | 421 |
|
|
2018
Q3 | $22K | Hold |
383
| – | – | 0.01% | 555 |
|
|
2018
Q2 | $15.5K | Hold |
383
| – | – | 0.01% | 696 |
|
|
2018
Q1 | $14.5K | Buy |
+383
| New | +$14.5K | 0.01% | 686 |
|