United Capital Financial Advisors’s Alarm.com ALRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,259
| Closed | -$536K | – | 1038 |
|
|
2022
Q3 | $536K | Sell |
8,259
-3
| -0% | -$195 | ﹤0.01% | 745 |
|
|
2022
Q2 | $511K | Buy |
8,262
+197
| +2% | +$12.2K | ﹤0.01% | 789 |
|
|
2022
Q1 | $536K | Buy |
8,065
+232
| +3% | +$15.4K | ﹤0.01% | 816 |
|
|
2021
Q4 | $664K | Buy |
7,833
+333
| +4% | +$28.2K | ﹤0.01% | 785 |
|
|
2021
Q3 | $586K | Hold |
7,500
| – | – | ﹤0.01% | 814 |
|
|
2021
Q2 | $635K | Sell |
7,500
-92
| -1% | -$7.79K | ﹤0.01% | 808 |
|
|
2021
Q1 | $656K | Sell |
7,592
-68
| -0.9% | -$5.88K | ﹤0.01% | 773 |
|
|
2020
Q4 | $792K | Buy |
7,660
+101
| +1% | +$10.4K | ﹤0.01% | 734 |
|
|
2020
Q3 | $418K | Buy |
7,559
+89
| +1% | +$4.92K | ﹤0.01% | 869 |
|
|
2020
Q2 | $484K | Sell |
7,470
-1,056
| -12% | -$68.4K | ﹤0.01% | 870 |
|
|
2020
Q1 | $332K | Hold |
8,526
| – | – | ﹤0.01% | 946 |
|
|
2019
Q4 | $366K | Hold |
8,526
| – | – | ﹤0.01% | 1063 |
|
|
2019
Q3 | $398K | Buy |
8,526
+174
| +2% | +$8.12K | ﹤0.01% | 1003 |
|
|
2019
Q2 | $447K | Hold |
8,352
| – | – | ﹤0.01% | 1071 |
|
|
2019
Q1 | $542K | Hold |
8,352
| – | – | ﹤0.01% | 950 |
|
|
2018
Q4 | $433K | Buy |
+8,352
| New | +$433K | ﹤0.01% | 960 |
|