Berman Capital Advisors’s Alteryx, Inc. AYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6K | Sell |
95
-26
| -21% | -$1.64K | ﹤0.01% | 1400 |
|
|
2021
Q2 | $10K | Sell |
121
-62
| -34% | -$5.12K | ﹤0.01% | 1144 |
|
|
2021
Q1 | $15K | Buy |
183
+140
| +326% | +$11.5K | ﹤0.01% | 910 |
|
|
2020
Q4 | $5K | Hold |
43
| – | – | ﹤0.01% | 1187 |
|
|
2020
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 1148 |
|
|
2020
Q2 | $7K | Hold |
43
| – | – | ﹤0.01% | 911 |
|
|
2020
Q1 | $4K | Hold |
43
| – | – | ﹤0.01% | 984 |
|
|
2019
Q4 | $4K | Hold |
43
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 1038 |
|
|
2019
Q2 | $4K | Hold |
43
| – | – | ﹤0.01% | 1050 |
|
|
2019
Q1 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 1041 |
|