Carson Wealth (CWM LLC)’s Alteryx, Inc. AYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,533
| Closed | -$72K | – | 4858 |
|
|
2023
Q4 | $72K | Sell |
1,533
-105
| -6% | -$4.93K | ﹤0.01% | 1961 |
|
|
2023
Q3 | $62K | Buy |
1,638
+398
| +32% | +$15.1K | ﹤0.01% | 1940 |
|
|
2023
Q2 | $56K | Buy |
1,240
+117
| +10% | +$5.28K | ﹤0.01% | 1897 |
|
|
2023
Q1 | $66K | Sell |
1,123
-38
| -3% | -$2.23K | ﹤0.01% | 1721 |
|
|
2022
Q4 | $59K | Sell |
1,161
-25
| -2% | -$1.27K | ﹤0.01% | 1643 |
|
|
2022
Q3 | $66K | Sell |
1,186
-36
| -3% | -$2K | ﹤0.01% | 1533 |
|
|
2022
Q2 | $59K | Buy |
1,222
+12
| +1% | +$579 | ﹤0.01% | 1556 |
|
|
2022
Q1 | $87K | Buy |
1,210
+34
| +3% | +$2.45K | ﹤0.01% | 1382 |
|
|
2021
Q4 | $71K | Buy |
+1,176
| New | +$71K | ﹤0.01% | 1439 |
|
|
2021
Q2 | $123K | Hold |
1,435
| – | – | ﹤0.01% | 1063 |
|
|
2021
Q1 | $123K | Hold |
1,435
| – | – | ﹤0.01% | 1063 |
|
|
2020
Q4 | $123K | Hold |
1,435
| – | – | ﹤0.01% | 1063 |
|
|
2020
Q3 | $123K | Hold |
1,435
| – | – | ﹤0.01% | 1063 |
|
|
2020
Q2 | $123K | Hold |
1,435
| – | – | ﹤0.01% | 1063 |
|
|
2020
Q1 | $123K | Hold |
1,435
| – | – | ﹤0.01% | 1063 |
|
|
2019
Q4 | $123K | Hold |
1,435
| – | – | ﹤0.01% | 1063 |
|
|
2019
Q3 | $123K | Hold |
1,435
| – | – | ﹤0.01% | 1063 |
|
|
2019
Q2 | $123K | Hold |
1,435
| – | – | ﹤0.01% | 1063 |
|
|
2019
Q1 | $123K | Buy |
+1,435
| New | +$123K | ﹤0.01% | 1063 |
|