Glassman Wealth Services’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 |
-10
| Closed | -$472 | – | 1969 |
|
|
2023
Q4 | $472 | Buy |
10
+5
| +100% | +$236 | ﹤0.01% | 1733 |
|
|
2023
Q3 | $188 | Buy |
+5
| New | +$188 | ﹤0.01% | 1899 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$235 | – | 2035 |
|
|
2023
Q1 | $235 | Hold |
4
| – | – | ﹤0.01% | 1760 |
|
|
2022
Q4 | $203 | Buy |
+4
| New | +$203 | ﹤0.01% | 1795 |
|
|
2022
Q2 | – | Sell |
-18
| Closed | -$1K | – | 2090 |
|
|
2022
Q1 | $1K | Sell |
18
-8
| -31% | -$444 | ﹤0.01% | 1581 |
|
|
2021
Q4 | $2K | Buy |
26
+6
| +30% | +$462 | ﹤0.01% | 1269 |
|
|
2021
Q3 | $1K | Buy |
20
+19
| +1,900% | +$950 | ﹤0.01% | 1524 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1712 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1685 |
|
|
2019
Q4 | – | Sell |
-3
| Closed | – | – | 1555 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1442 |
|
|
2019
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1431 |
|