Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,861
| Closed | -$221K | – | 231 |
|
|
2023
Q2 | $221K | Sell |
4,861
-211
| -4% | -$9.58K | 0.06% | 204 |
|
|
2023
Q1 | $298K | Sell |
5,072
-33
| -0.6% | -$1.94K | 0.09% | 162 |
|
|
2022
Q4 | $259K | Sell |
5,105
-9
| -0.2% | -$456 | 0.08% | 181 |
|
|
2022
Q3 | $286K | Hold |
5,114
| – | – | 0.09% | 163 |
|
|
2022
Q2 | $248K | Sell |
5,114
-124
| -2% | -$6K | 0.08% | 182 |
|
|
2022
Q1 | $375K | Sell |
5,238
-797
| -13% | -$57K | 0.09% | 153 |
|
|
2021
Q4 | $365K | Sell |
6,035
-8,493
| -58% | -$514K | 0.09% | 164 |
|
|
2021
Q3 | $1.06M | Sell |
14,528
-17
| -0.1% | -$1.24K | 0.26% | 88 |
|
|
2021
Q2 | $1.25M | Buy |
14,545
+1,321
| +10% | +$114K | 0.3% | 82 |
|
|
2021
Q1 | $1.1M | Buy |
13,224
+2,274
| +21% | +$189K | 0.3% | 75 |
|
|
2020
Q4 | $1.33M | Sell |
10,950
-481
| -4% | -$58.6K | 0.42% | 55 |
|
|
2020
Q3 | $1.3M | Sell |
11,431
-410
| -3% | -$46.6K | 0.5% | 48 |
|
|
2020
Q2 | $1.95M | Buy |
11,841
+839
| +8% | +$138K | 0.83% | 29 |
|
|
2020
Q1 | $1.05M | Buy |
11,002
+61
| +0.6% | +$5.81K | 0.58% | 37 |
|
|
2019
Q4 | $1.09M | Buy |
+10,941
| New | +$1.09M | 0.48% | 38 |
|