Keudell/Morrison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,450
| Closed | -$252K | – | 197 |
|
|
2021
Q3 | $252K | Hold |
3,450
| – | – | 0.11% | 150 |
|
|
2021
Q2 | $297K | Hold |
3,450
| – | – | 0.16% | 138 |
|
|
2021
Q1 | $286K | Hold |
3,450
| – | – | 0.17% | 132 |
|
|
2020
Q4 | $420K | Buy |
3,450
+609
| +21% | +$74.1K | 0.27% | 102 |
|
|
2020
Q3 | $323K | Buy |
+2,841
| New | +$323K | 0.21% | 111 |
|