OCM
AYX
Orion Capital Management’s Alteryx, Inc. AYX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-340
| Closed | -$16K | – | 516 |
|
2023
Q4 | $16K | Hold |
340
| – | – | 0.01% | 346 |
|
2023
Q3 | $12.8K | Buy |
+340
| New | +$12.8K | 0.01% | 356 |
|
2023
Q2 | – | Sell |
-840
| Closed | -$49.4K | – | 432 |
|
2023
Q1 | $49.4K | Hold |
840
| – | – | 0.03% | 216 |
|
2022
Q4 | $42.6K | Sell |
840
-200
| -19% | -$10.1K | 0.03% | 213 |
|
2022
Q3 | $58K | Hold |
1,040
| – | – | 0.05% | 184 |
|
2022
Q2 | $50K | Sell |
1,040
-180
| -15% | -$8.65K | 0.04% | 196 |
|
2022
Q1 | $87K | Hold |
1,220
| – | – | 0.05% | 171 |
|
2021
Q4 | $74K | Sell |
1,220
-700
| -36% | -$42.5K | 0.04% | 181 |
|
2021
Q3 | $140K | Buy |
1,920
+300
| +19% | +$21.9K | 0.08% | 139 |
|
2021
Q2 | $139K | Hold |
1,620
| – | – | 0.09% | 130 |
|
2021
Q1 | $134K | Buy |
1,620
+100
| +7% | +$8.27K | 0.09% | 121 |
|
2020
Q4 | $185K | Buy |
+1,520
| New | +$185K | 0.14% | 92 |
|