YWP
YorkBridge Wealth Partners’s Alarm.com ALRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $228K | Sell |
4,599
-672
| -13% | -$33.3K | 0.06% | 232 |
|
|
2022
Q3 | $342K | Buy |
5,271
+1,017
| +24% | +$66K | 0.09% | 169 |
|
|
2022
Q2 | $263K | Sell |
4,254
-33
| -0.8% | -$2.04K | 0.07% | 223 |
|
|
2022
Q1 | $285K | Buy |
4,287
+1,494
| +53% | +$99.3K | 0.06% | 246 |
|
|
2021
Q4 | $237K | Buy |
+2,793
| New | +$237K | 0.05% | 260 |
|
|
2019
Q2 | – | Sell |
-209
| Closed | -$14K | – | 748 |
|
|
2019
Q1 | $14K | Sell |
209
-153
| -42% | -$10.2K | 0.01% | 511 |
|
|
2018
Q4 | $19K | Sell |
362
-93
| -20% | -$4.88K | 0.01% | 470 |
|
|
2018
Q3 | $26K | Sell |
455
-156
| -26% | -$8.91K | 0.01% | 456 |
|
|
2018
Q2 | $25K | Buy |
611
+22
| +4% | +$900 | 0.01% | 470 |
|
|
2018
Q1 | $23K | Buy |
+589
| New | +$23K | 0.01% | 483 |
|