AWM
AYX
Avitas Wealth Management’s Alteryx, Inc. AYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,964
| Closed | -$323K | – | 191 |
|
|
2020
Q2 | $323K | Sell |
1,964
-908
| -32% | -$149K | 0.11% | 148 |
|
|
2020
Q1 | $273K | Sell |
2,872
-4,374
| -60% | -$416K | 0.12% | 123 |
|
|
2019
Q4 | $725K | Buy |
7,246
+1,775
| +32% | +$178K | 0.19% | 123 |
|
|
2019
Q3 | $588K | Buy |
5,471
+37
| +0.7% | +$3.98K | 0.16% | 133 |
|
|
2019
Q2 | $593K | Sell |
5,434
-133
| -2% | -$14.5K | 0.16% | 136 |
|
|
2019
Q1 | $467K | Buy |
+5,567
| New | +$467K | 0.14% | 142 |
|