Bogart Wealth LLC’s Alteryx, Inc. AYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-60
| Closed | -$2.83K | – | 1137 |
|
2023
Q4 | $2.83K | Sell |
60
-50
| -45% | -$2.36K | ﹤0.01% | 851 |
|
2023
Q3 | $4.15K | Buy |
110
+50
| +83% | +$1.89K | ﹤0.01% | 764 |
|
2023
Q2 | $2.72K | Hold |
60
| – | – | ﹤0.01% | 839 |
|
2023
Q1 | $3.53K | Hold |
60
| – | – | ﹤0.01% | 802 |
|
2022
Q4 | $3.04K | Hold |
60
| – | – | ﹤0.01% | 747 |
|
2022
Q3 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 802 |
|
2021
Q3 | – | Sell |
-20
| Closed | -$2K | – | 809 |
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 621 |
|
2021
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 577 |
|