Global Retirement Partners’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 |
-91
| Closed | -$4.31K | – | 3496 |
|
2023
Q4 | $4.31K | Sell |
91
-299
| -77% | -$14.2K | ﹤0.01% | 2383 |
|
2023
Q3 | $14.2K | Buy |
390
+4
| +1% | +$145 | ﹤0.01% | 1810 |
|
2023
Q2 | $17.5K | Sell |
386
-55
| -12% | -$2.5K | ﹤0.01% | 1727 |
|
2023
Q1 | $16K | Hold |
441
| – | – | ﹤0.01% | 1735 |
|
2022
Q4 | $22.3K | Buy |
441
+5
| +1% | +$253 | ﹤0.01% | 1434 |
|
2022
Q3 | $21K | Hold |
436
| – | – | ﹤0.01% | 1381 |
|
2022
Q2 | $21K | Hold |
436
| – | – | ﹤0.01% | 1344 |
|
2022
Q1 | $23K | Buy |
+436
| New | +$23K | ﹤0.01% | 1310 |
|
2021
Q4 | – | Sell |
-897
| Closed | -$66K | – | 1928 |
|
2021
Q3 | $66K | Hold |
897
| – | – | 0.01% | 767 |
|
2021
Q2 | $77K | Sell |
897
-70
| -7% | -$6.01K | 0.01% | 712 |
|
2021
Q1 | $80K | Buy |
967
+894
| +1,225% | +$74K | 0.01% | 633 |
|
2020
Q4 | $9K | Hold |
73
| – | – | ﹤0.01% | 1300 |
|
2020
Q3 | $8K | Hold |
73
| – | – | ﹤0.01% | 1220 |
|
2020
Q2 | $12K | Hold |
73
| – | – | ﹤0.01% | 1071 |
|
2020
Q1 | $7K | Buy |
+73
| New | +$7K | ﹤0.01% | 1146 |
|