IFP Advisors’s Alteryx, Inc. AYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-136
| Closed | -$6.17K | – | 3605 |
|
|
2023
Q2 | $6.17K | Buy |
136
+113
| +491% | +$5.13K | ﹤0.01% | 2470 |
|
|
2023
Q1 | $808 | Sell |
23
-584
| -96% | -$20.5K | ﹤0.01% | 3118 |
|
|
2022
Q4 | $23K | Sell |
607
-91
| -13% | -$3.45K | ﹤0.01% | 2797 |
|
|
2022
Q3 | $28K | Hold |
698
| – | – | ﹤0.01% | 2828 |
|
|
2022
Q2 | $28K | Hold |
698
| – | – | ﹤0.01% | 2598 |
|
|
2022
Q1 | $28K | Buy |
698
+674
| +2,808% | +$27K | ﹤0.01% | 2598 |
|
|
2021
Q4 | $3K | Sell |
24
-397
| -94% | -$49.6K | ﹤0.01% | 2664 |
|
|
2021
Q3 | $33K | Sell |
421
-32
| -7% | -$2.51K | ﹤0.01% | 1716 |
|
|
2021
Q2 | $38K | Buy |
453
+32
| +8% | +$2.68K | ﹤0.01% | 1645 |
|
|
2021
Q1 | $34K | Sell |
421
-8
| -2% | -$646 | ﹤0.01% | 1610 |
|
|
2020
Q4 | $51K | Sell |
429
-946
| -69% | -$112K | ﹤0.01% | 1438 |
|
|
2020
Q3 | $154K | Buy |
1,375
+480
| +54% | +$53.8K | 0.01% | 800 |
|
|
2020
Q2 | $143K | Sell |
895
-22
| -2% | -$3.52K | 0.01% | 793 |
|
|
2020
Q1 | $94K | Buy |
917
+191
| +26% | +$19.6K | 0.01% | 849 |
|
|
2019
Q4 | $76K | Buy |
726
+122
| +20% | +$12.8K | 0.01% | 1081 |
|
|
2019
Q3 | $65K | Buy |
+604
| New | +$65K | ﹤0.01% | 1252 |
|
|
2019
Q1 | $31K | Hold |
365
| – | – | ﹤0.01% | 1170 |
|
|
2018
Q4 | $21K | Hold |
365
| – | – | ﹤0.01% | 2092 |
|
|
2018
Q3 | $21K | Hold |
365
| – | – | ﹤0.01% | 2411 |
|
|
2018
Q2 | $14K | Buy |
+365
| New | +$14K | ﹤0.01% | 2671 |
|
|
2016
Q2 | – | Sell |
-365
| Closed | -$31K | – | 4251 |
|
|
2016
Q1 | $31K | Buy |
+365
| New | +$31K | ﹤0.01% | 1170 |
|