NewEdge Advisors’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 |
-2,024
| Closed | -$95.5K | – | 4003 |
|
|
2023
Q4 | $95.5K | Buy |
2,024
+200
| +11% | +$9.43K | ﹤0.01% | 1965 |
|
|
2023
Q3 | $68.7K | Hold |
1,824
| – | – | ﹤0.01% | 1987 |
|
|
2023
Q2 | $82.8K | Hold |
1,824
| – | – | ﹤0.01% | 1915 |
|
|
2023
Q1 | $107K | Hold |
1,824
| – | – | ﹤0.01% | 1733 |
|
|
2022
Q4 | $92 | Buy |
+1,824
| New | +$92 | ﹤0.01% | 3386 |
|
|
2021
Q4 | – | Sell |
-3,028
| Closed | -$221K | – | 1714 |
|
|
2021
Q3 | $221K | Buy |
3,028
+161
| +6% | +$11.8K | 0.01% | 1019 |
|
|
2021
Q2 | $247K | Sell |
2,867
-59
| -2% | -$5.08K | 0.01% | 975 |
|
|
2021
Q1 | $243K | Sell |
2,926
-189
| -6% | -$15.7K | 0.01% | 881 |
|
|
2020
Q4 | $379K | Buy |
3,115
+13
| +0.4% | +$1.58K | 0.01% | 696 |
|
|
2020
Q3 | $352K | Buy |
+3,102
| New | +$352K | 0.01% | 678 |
|