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