HighMark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10
| Closed | -$472 | – | 620 |
|
|
2023
Q4 | $472 | Hold |
10
| – | – | ﹤0.01% | 536 |
|
|
2023
Q3 | $377 | Hold |
10
| – | – | ﹤0.01% | 534 |
|
|
2023
Q2 | $454 | Hold |
10
| – | – | ﹤0.01% | 527 |
|
|
2023
Q1 | $588 | Hold |
10
| – | – | ﹤0.01% | 562 |
|
|
2022
Q4 | $507 | Hold |
10
| – | – | ﹤0.01% | 498 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 507 |
|
|
2022
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 554 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | -$1K | – | 517 |
|
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 439 |
|
|
2020
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 434 |
|