Herald Investment Management’s Alteryx, Inc. AYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-15,175
| Closed | -$1.72M | – | 98 |
|
|
2020
Q3 | $1.72M | Sell |
15,175
-5,700
| -27% | -$646K | 0.37% | 67 |
|
|
2020
Q2 | $3.43M | Sell |
20,875
-65,125
| -76% | -$10.7M | 0.8% | 39 |
|
|
2020
Q1 | $8.17M | Hold |
86,000
| – | – | 2.48% | 10 |
|
|
2019
Q4 | $8.61M | Hold |
86,000
| – | – | 2.19% | 11 |
|
|
2019
Q3 | $9.24M | Hold |
86,000
| – | – | 2.75% | 9 |
|
|
2019
Q2 | $9.4M | Sell |
86,000
-4,000
| -4% | -$437K | 2.62% | 10 |
|
|
2019
Q1 | $7.55M | Hold |
90,000
| – | – | 1.92% | 16 |
|
|
2018
Q4 | $5.35M | Hold |
90,000
| – | – | 1.71% | 20 |
|
|
2018
Q3 | $5.15M | Hold |
90,000
| – | – | 1.32% | 22 |
|
|
2018
Q2 | $3.43M | Hold |
90,000
| – | – | 0.96% | 33 |
|
|
2018
Q1 | $3.07M | Hold |
90,000
| – | – | 0.92% | 33 |
|
|
2017
Q4 | $2.27M | Buy |
+90,000
| New | +$2.27M | 0.71% | 40 |
|