Brandywine Oak Private Wealth’s Alteryx, Inc. AYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,058
| Closed | -$226K | – | 303 |
|
|
2022
Q3 | $226K | Sell |
4,058
-1,586
| -28% | -$88.3K | 0.03% | 265 |
|
|
2022
Q2 | $273K | Buy |
5,644
+594
| +12% | +$28.7K | 0.03% | 263 |
|
|
2022
Q1 | $361K | Buy |
5,050
+974
| +24% | +$69.6K | 0.04% | 231 |
|
|
2021
Q4 | $270K | Buy |
4,076
+1,305
| +47% | +$86.4K | 0.03% | 278 |
|
|
2021
Q3 | $203K | Buy |
2,771
+141
| +5% | +$10.3K | 0.02% | 331 |
|
|
2021
Q2 | $226K | Buy |
+2,630
| New | +$226K | 0.03% | 315 |
|
|
2020
Q3 | – | Sell |
-1,470
| Closed | -$241K | – | 274 |
|
|
2020
Q2 | $241K | Buy |
+1,470
| New | +$241K | 0.04% | 207 |
|
|
2019
Q1 | – | Hold |
0
| – | -$3K | – | 671 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 634 |
|