Core Wealth Advisors’s Alteryx, Inc. AYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-326
| Closed | -$15.4K | – | 276 |
|
|
2023
Q4 | $15.4K | Hold |
326
| – | – | 0.01% | 152 |
|
|
2023
Q3 | $12.3K | Hold |
326
| – | – | 0.01% | 142 |
|
|
2023
Q2 | $14.8K | Hold |
326
| – | – | 0.01% | 130 |
|
|
2023
Q1 | $19.2K | Hold |
326
| – | – | 0.01% | 114 |
|
|
2022
Q4 | $16.5K | Hold |
326
| – | – | 0.01% | 129 |
|
|
2022
Q3 | $18K | Hold |
326
| – | – | 0.01% | 105 |
|
|
2022
Q2 | $16K | Hold |
326
| – | – | 0.01% | 119 |
|
|
2022
Q1 | $23K | Hold |
326
| – | – | 0.01% | 111 |
|
|
2021
Q4 | $20K | Hold |
326
| – | – | 0.01% | 131 |
|
|
2021
Q3 | $24K | Hold |
326
| – | – | 0.02% | 104 |
|
|
2021
Q2 | $28K | Hold |
326
| – | – | 0.02% | 87 |
|
|
2021
Q1 | $27K | Hold |
326
| – | – | 0.02% | 84 |
|
|
2020
Q4 | $40K | Hold |
326
| – | – | 0.04% | 64 |
|
|
2020
Q3 | $37K | Hold |
326
| – | – | 0.03% | 62 |
|
|
2020
Q2 | $54K | Buy |
326
+126
| +63% | +$20.9K | 0.05% | 53 |
|
|
2020
Q1 | $19K | Hold |
200
| – | – | 0.01% | 73 |
|
|
2019
Q4 | $20K | Buy |
+200
| New | +$20K | 0.01% | 74 |
|