Creative Planning’s Alteryx, Inc. AYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,085
| Closed | -$254K | – | 2417 |
|
|
2020
Q4 | $254K | Sell |
2,085
-111
| -5% | -$13.5K | ﹤0.01% | 1695 |
|
|
2020
Q3 | $249K | Sell |
2,196
-4
| -0.2% | -$454 | ﹤0.01% | 1527 |
|
|
2020
Q2 | $361K | Buy |
+2,200
| New | +$361K | ﹤0.01% | 1186 |
|
|
2017
Q3 | – | Sell |
-1,400
| Closed | -$27K | – | 3771 |
|
|
2017
Q2 | $27K | Hold |
1,400
| – | – | ﹤0.01% | 2941 |
|
|
2017
Q1 | $22K | Buy |
+1,400
| New | +$22K | ﹤0.01% | 3041 |
|