Wealthspire Advisors (Maryland)’s Alarm.com ALRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-695
| Closed | -$45K | – | 519 |
|
2019
Q1 | $45K | Hold |
695
| – | – | ﹤0.01% | 930 |
|
2018
Q4 | $36K | Buy |
695
+36
| +5% | +$1.87K | ﹤0.01% | 982 |
|
2018
Q3 | $38K | Buy |
659
+59
| +10% | +$3.4K | ﹤0.01% | 1059 |
|
2018
Q2 | $24K | Hold |
600
| – | – | ﹤0.01% | 1234 |
|
2018
Q1 | $23K | Hold |
600
| – | – | ﹤0.01% | 1248 |
|
2017
Q4 | $23K | Hold |
600
| – | – | ﹤0.01% | 1277 |
|
2017
Q3 | $27K | Hold |
600
| – | – | ﹤0.01% | 1190 |
|
2017
Q2 | $23K | Hold |
600
| – | – | ﹤0.01% | 1211 |
|
2017
Q1 | $18K | Hold |
600
| – | – | ﹤0.01% | 1116 |
|
2016
Q4 | $17K | Hold |
600
| – | – | ﹤0.01% | 1064 |
|
2016
Q3 | $17K | Hold |
600
| – | – | ﹤0.01% | 1102 |
|
2016
Q2 | $15K | Hold |
600
| – | – | ﹤0.01% | 1091 |
|
2016
Q1 | $14K | Buy |
600
+150
| +33% | +$3.5K | ﹤0.01% | 1094 |
|
2015
Q4 | $8K | Buy |
+450
| New | +$8K | ﹤0.01% | 1240 |
|