Geneos 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-12
| Closed | – | – | 2678 |
|
2022
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 2829 |
|
2022
Q1 | $0 | Sell |
12
-205
| -94% | – | ﹤0.01% | 3032 |
|
2021
Q4 | $13K | Hold |
217
| – | – | ﹤0.01% | 2090 |
|
2021
Q3 | $16K | Hold |
217
| – | – | ﹤0.01% | 2045 |
|
2021
Q2 | $18K | Hold |
217
| – | – | ﹤0.01% | 1977 |
|
2021
Q1 | $17K | Hold |
217
| – | – | ﹤0.01% | 2165 |
|
2020
Q4 | $17K | Hold |
217
| – | – | ﹤0.01% | 2012 |
|
2020
Q3 | $24K | Hold |
217
| – | – | ﹤0.01% | 1584 |
|
2020
Q2 | $35K | Sell |
217
-98
| -31% | -$15.8K | ﹤0.01% | 1380 |
|
2020
Q1 | $29K | Sell |
315
-75
| -19% | -$6.91K | ﹤0.01% | 1366 |
|
2019
Q4 | $40K | Buy |
390
+55
| +16% | +$5.64K | ﹤0.01% | 1377 |
|
2019
Q3 | $35K | Buy |
335
+200
| +148% | +$20.9K | ﹤0.01% | 1356 |
|
2019
Q2 | $14K | Buy |
+135
| New | +$14K | ﹤0.01% | 1797 |
|