Focused Wealth Management’s Alteryx, Inc. AYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,300
| Closed | -$65.9K | – | 1111 |
|
|
2022
Q4 | $65.9K | Buy |
+1,300
| New | +$65.9K | 0.01% | 270 |
|
|
2021
Q4 | – | Sell |
-7
| Closed | -$1K | – | 1050 |
|
|
2021
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 901 |
|
|
2021
Q1 | – | Sell |
-1,228
| Closed | -$150K | – | 941 |
|
|
2020
Q4 | $150K | Hold |
1,228
| – | – | 0.03% | 182 |
|
|
2020
Q3 | $139K | Sell |
1,228
-149
| -11% | -$16.9K | 0.03% | 182 |
|
|
2020
Q2 | $226K | Buy |
1,377
+1,027
| +293% | +$169K | 0.05% | 125 |
|
|
2020
Q1 | $33K | Sell |
350
-605
| -63% | -$57K | 0.01% | 323 |
|
|
2019
Q4 | $96K | Buy |
955
+355
| +59% | +$35.7K | 0.02% | 257 |
|
|
2019
Q3 | $64K | Buy |
+600
| New | +$64K | 0.02% | 286 |
|