AE Wealth Management’s Alteryx, Inc. AYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,724
| Closed | -$572K | – | 2076 |
|
|
2023
Q1 | $572K | Sell |
9,724
-3,493
| -26% | -$206K | ﹤0.01% | 1280 |
|
|
2022
Q4 | $670K | Buy |
+13,217
| New | +$670K | ﹤0.01% | 1157 |
|
|
2022
Q1 | – | Sell |
-5,061
| Closed | -$306K | – | 1830 |
|
|
2021
Q4 | $306K | Sell |
5,061
-3,238
| -39% | -$196K | ﹤0.01% | 1438 |
|
|
2021
Q3 | $607K | Sell |
8,299
-206
| -2% | -$15.1K | 0.01% | 1083 |
|
|
2021
Q2 | $732K | Sell |
8,505
-600
| -7% | -$51.6K | 0.01% | 959 |
|
|
2021
Q1 | $755K | Buy |
9,105
+5,087
| +127% | +$422K | 0.01% | 863 |
|
|
2020
Q4 | $489K | Sell |
4,018
-30
| -0.7% | -$3.65K | 0.01% | 969 |
|
|
2020
Q3 | $460K | Sell |
4,048
-22,576
| -85% | -$2.57M | 0.01% | 902 |
|
|
2020
Q2 | $4.37M | Buy |
26,624
+16,219
| +156% | +$2.66M | 0.07% | 241 |
|
|
2020
Q1 | $990K | Buy |
+10,405
| New | +$990K | 0.02% | 486 |
|
|
2019
Q4 | – | Sell |
-2,165
| Closed | -$233K | – | 1169 |
|
|
2019
Q3 | $233K | Buy |
2,165
+168
| +8% | +$18.1K | 0.01% | 877 |
|
|
2019
Q2 | $218K | Buy |
+1,997
| New | +$218K | 0.01% | 871 |
|