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