YWP
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YorkBridge Wealth Partners’s Alarm.com ALRM Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$228K Sell
4,599
-672
-13% -$37.1K 0.06% 232
2022
Q3 		$342K Buy
5,271
+1,017
+24% +$69.8K 0.09% 169
2022
Q2 		$263K Sell
4,254
-33
-0.8% -$2.03K 0.07% 223
2022
Q1 		$285K Buy
4,287
+1,494
+53% +$106K 0.06% 246
2021
Q4 		$237K Buy
+2,793
New +$228K 0.05% 260
2019
Q2 		– Sell
-209
Closed -$14K – 748
2019
Q1 		$14K Sell
209
-153
-42% -$9.28K 0.01% 511
2018
Q4 		$19K Sell
362
-93
-20% -$4.5K 0.01% 470
2018
Q3 		$26K Sell
455
-156
-26% -$7.84K 0.01% 456
2018
Q2 		$25K Buy
611
+22
+4% +$913 0.01% 470
2018
Q1 		$23K Buy
+589
New +$22.2K 0.01% 483

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BCM
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DGI
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RP
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State Street
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GCM
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Geode Capital Management
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return