BDWM
AYX
Brewin Dolphin Wealth Management’s Alteryx, Inc. AYX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $13K | Hold |
263
| – | – | ﹤0.01% | 277 |
|
2022
Q1 | $19K | Hold |
263
| – | – | ﹤0.01% | 255 |
|
2021
Q4 | $16K | Sell |
263
-183
| -41% | -$11.1K | ﹤0.01% | 274 |
|
2021
Q3 | $32.6K | Hold |
446
| – | – | ﹤0.01% | 229 |
|
2021
Q2 | $38.4K | Buy |
446
+19
| +4% | +$1.63K | ﹤0.01% | 216 |
|
2021
Q1 | $35.4K | Sell |
427
-12,094
| -97% | -$1M | 0.01% | 208 |
|
2020
Q4 | $1.52M | Buy |
12,521
+220
| +2% | +$26.8K | 0.26% | 55 |
|
2020
Q3 | $1.4M | Buy |
12,301
+2,081
| +20% | +$236K | 0.26% | 53 |
|
2020
Q2 | $1.68M | Buy |
+10,220
| New | +$1.68M | 0.36% | 44 |
|