Compagnie Lombard Odier SCmA’s Alteryx, Inc. AYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,400
| Closed | -$66K | – | 623 |
|
2023
Q4 | $66K | Hold |
1,400
| – | – | ﹤0.01% | 386 |
|
2023
Q3 | $52.8K | Sell |
1,400
-6,500
| -82% | -$245K | ﹤0.01% | 419 |
|
2023
Q2 | $359K | Buy |
7,900
+300
| +4% | +$13.6K | 0.01% | 197 |
|
2023
Q1 | $447K | Hold |
7,600
| – | – | 0.01% | 210 |
|
2022
Q4 | $385K | Hold |
7,600
| – | – | 0.01% | 219 |
|
2022
Q3 | $424K | Sell |
7,600
-600
| -7% | -$33.5K | 0.01% | 224 |
|
2022
Q2 | $396K | Hold |
8,200
| – | – | 0.01% | 226 |
|
2022
Q1 | $587K | Hold |
8,200
| – | – | 0.01% | 195 |
|
2021
Q4 | $497K | Sell |
8,200
-1,500
| -15% | -$90.9K | 0.01% | 241 |
|
2021
Q3 | $710K | Buy |
9,700
+4,500
| +87% | +$329K | 0.02% | 203 |
|
2021
Q2 | $447K | Buy |
5,200
+300
| +6% | +$25.8K | 0.01% | 241 |
|
2021
Q1 | $406K | Buy |
4,900
+2,000
| +69% | +$166K | 0.01% | 305 |
|
2020
Q4 | $354K | Hold |
2,900
| – | – | 0.01% | 261 |
|
2020
Q3 | $329K | Buy |
+2,900
| New | +$329K | 0.01% | 225 |
|