J.P. Morgan Private Wealth Advisors’s Alteryx, Inc. AYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-68,461
| Closed | -$8.34M | – | 1810 |
|
|
2020
Q4 | $8.34M | Sell |
68,461
-3,566
| -5% | -$434K | 0.03% | 388 |
|
|
2020
Q3 | $8.18M | Buy |
+72,027
| New | +$8.18M | 0.03% | 354 |
|
|
2020
Q2 | – | Sell |
-11,058
| Closed | -$1.05M | – | 1606 |
|
|
2020
Q1 | $1.05M | Buy |
11,058
+7,243
| +190% | +$689K | 0.01% | 699 |
|
|
2019
Q4 | $382K | Buy |
+3,815
| New | +$382K | ﹤0.01% | 1140 |
|
|
2019
Q3 | – | Sell |
-4,762
| Closed | -$520K | – | 1492 |
|
|
2019
Q2 | $520K | Sell |
4,762
-3,432
| -42% | -$375K | ﹤0.01% | 969 |
|
|
2019
Q1 | $687K | Buy |
+8,194
| New | +$687K | ﹤0.01% | 906 |
|