Loring Wolcott & Coolidge Fiduciary Advisors’s Alteryx, Inc. AYX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-500
| Closed | -$25.3K | – | 613 |
|
2022
Q4 | $25.3K | Hold |
500
| – | – | ﹤0.01% | 450 |
|
2022
Q3 | $28K | Hold |
500
| – | – | ﹤0.01% | 472 |
|
2022
Q2 | $24K | Hold |
500
| – | – | ﹤0.01% | 492 |
|
2022
Q1 | $36K | Hold |
500
| – | – | ﹤0.01% | 468 |
|
2021
Q4 | $30K | Hold |
500
| – | – | ﹤0.01% | 507 |
|
2021
Q3 | $37K | Hold |
500
| – | – | ﹤0.01% | 483 |
|
2021
Q2 | $43K | Buy |
+500
| New | +$43K | ﹤0.01% | 484 |
|
2021
Q1 | – | Sell |
-500
| Closed | -$61K | – | 742 |
|
2020
Q4 | $61K | Hold |
500
| – | – | ﹤0.01% | 405 |
|
2020
Q3 | $57K | Hold |
500
| – | – | ﹤0.01% | 383 |
|
2020
Q2 | $82K | Hold |
500
| – | – | ﹤0.01% | 330 |
|
2020
Q1 | $48K | Sell |
500
-500
| -50% | -$48K | ﹤0.01% | 380 |
|
2019
Q4 | $100K | Hold |
1,000
| – | – | ﹤0.01% | 343 |
|
2019
Q3 | $107K | Hold |
1,000
| – | – | ﹤0.01% | 331 |
|
2019
Q2 | $109K | Sell |
1,000
-1,000
| -50% | -$109K | ﹤0.01% | 329 |
|
2019
Q1 | $168K | Hold |
2,000
| – | – | ﹤0.01% | 273 |
|
2018
Q4 | $119K | Hold |
2,000
| – | – | ﹤0.01% | 305 |
|
2018
Q3 | $114K | Hold |
2,000
| – | – | ﹤0.01% | 337 |
|
2018
Q2 | $76K | Hold |
2,000
| – | – | ﹤0.01% | 384 |
|
2018
Q1 | $68K | Hold |
2,000
| – | – | ﹤0.01% | 405 |
|
2017
Q4 | $51K | Hold |
2,000
| – | – | ﹤0.01% | 432 |
|
2017
Q3 | $41K | Hold |
2,000
| – | – | ﹤0.01% | 445 |
|
2017
Q2 | $40K | Hold |
2,000
| – | – | ﹤0.01% | 435 |
|
2017
Q1 | $31K | Buy |
+2,000
| New | +$31K | ﹤0.01% | 458 |
|