Clearview Wealth Advisors’s Alteryx, Inc. AYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20
| Closed | -$908 | – | 695 |
|
|
2023
Q2 | $908 | Buy |
20
+3
| +18% | +$136 | ﹤0.01% | 612 |
|
|
2023
Q1 | $1K | Buy |
17
+4
| +31% | +$235 | ﹤0.01% | 582 |
|
|
2022
Q4 | $659 | Sell |
13
-16
| -55% | -$811 | ﹤0.01% | 553 |
|
|
2022
Q3 | $2K | Sell |
29
-156
| -84% | -$10.8K | ﹤0.01% | 510 |
|
|
2022
Q2 | $9K | Sell |
185
-12
| -6% | -$584 | 0.01% | 377 |
|
|
2022
Q1 | $14K | Sell |
197
-23
| -10% | -$1.64K | 0.01% | 344 |
|
|
2021
Q4 | $13K | Buy |
220
+129
| +142% | +$7.62K | 0.01% | 377 |
|
|
2021
Q3 | $7K | Hold |
91
| – | – | ﹤0.01% | 473 |
|
|
2021
Q2 | $8K | Sell |
91
-110
| -55% | -$9.67K | ﹤0.01% | 468 |
|
|
2021
Q1 | $17K | Buy |
201
+69
| +52% | +$5.84K | 0.01% | 358 |
|
|
2020
Q4 | $16K | Buy |
+132
| New | +$16K | 0.01% | 324 |
|