9WM
AYX

9258 Wealth Management’s Alteryx, Inc. AYX Stock Holding History

9258 Wealth Management’s Portfolio AYX Stock Details AYX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,400
Closed -$240K – 322
2019
Q4 		$240K Sell
2,400
-600
-20% -$60K 0.09% 247
2019
Q3 		$322K Sell
3,000
-1,700
-36% -$182K 0.25% 126
2019
Q2 		$513K Buy
+4,700
New +$513K 0.41% 83