Kozak & Associates’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 |
-147
| Closed | -$6.96K | – | 477 |
|
2023
Q4 | $6.96K | Hold |
147
| – | – | ﹤0.01% | 259 |
|
2023
Q3 | $5.48K | Hold |
147
| – | – | ﹤0.01% | 275 |
|
2023
Q2 | $6.65K | Hold |
147
| – | – | ﹤0.01% | 257 |
|
2023
Q1 | $8.65K | Hold |
147
| – | – | ﹤0.01% | 238 |
|
2022
Q4 | $7K | Hold |
147
| – | – | ﹤0.01% | 257 |
|
2022
Q3 | $7K | Hold |
147
| – | – | ﹤0.01% | 255 |
|
2022
Q2 | $7K | Buy |
147
+45
| +44% | +$2.14K | ﹤0.01% | 272 |
|
2022
Q1 | $6K | Hold |
102
| – | – | ﹤0.01% | 303 |
|
2021
Q4 | $6K | Hold |
102
| – | – | ﹤0.01% | 303 |
|
2021
Q3 | $7K | Buy |
+102
| New | +$7K | ﹤0.01% | 265 |
|