CAPTRUST Financial Advisors’s Alteryx, Inc. AYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,104
| Closed | -$53K | – | 4332 |
|
|
2022
Q2 | $53K | Sell |
1,104
-98
| -8% | -$4.71K | ﹤0.01% | 2712 |
|
|
2022
Q1 | $86K | Buy |
1,202
+1
| +0.1% | +$72 | ﹤0.01% | 2387 |
|
|
2021
Q4 | $73K | Buy |
1,201
+152
| +14% | +$9.24K | ﹤0.01% | 2385 |
|
|
2021
Q3 | $77K | Buy |
1,049
+113
| +12% | +$8.3K | ﹤0.01% | 2282 |
|
|
2021
Q2 | $81K | Buy |
936
+41
| +5% | +$3.55K | ﹤0.01% | 2191 |
|
|
2021
Q1 | $74K | Buy |
895
+573
| +178% | +$47.4K | ﹤0.01% | 2163 |
|
|
2020
Q4 | $39K | Sell |
322
-10
| -3% | -$1.21K | ﹤0.01% | 1946 |
|
|
2020
Q3 | $39K | Sell |
332
-90
| -21% | -$10.6K | ﹤0.01% | 1725 |
|
|
2020
Q2 | $74K | Sell |
422
-1,160
| -73% | -$203K | ﹤0.01% | 1472 |
|
|
2020
Q1 | $140K | Buy |
+1,582
| New | +$140K | ﹤0.01% | 992 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$4K | – | 2034 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 1595 |
|
|
2018
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1453 |
|