Plante Moran Financial 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 |
-20
| Closed | -$943 | – | 966 |
|
|
2023
Q4 | $943 | Hold |
20
| – | – | ﹤0.01% | 764 |
|
|
2023
Q3 | $754 | Hold |
20
| – | – | ﹤0.01% | 699 |
|
|
2023
Q2 | $908 | Hold |
20
| – | – | ﹤0.01% | 737 |
|
|
2023
Q1 | $1.18K | Buy |
+20
| New | +$1.18K | ﹤0.01% | 729 |
|
|
2020
Q4 | – | Sell |
-57
| Closed | -$6K | – | 1054 |
|
|
2020
Q3 | $6K | Buy |
+57
| New | +$6K | ﹤0.01% | 677 |
|
|
2019
Q4 | – | Sell |
-800
| Closed | -$86K | – | 924 |
|
|
2019
Q3 | $86K | Buy |
800
+790
| +7,900% | +$84.9K | 0.03% | 262 |
|
|
2019
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 767 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$2K | – | 922 |
|
|
2017
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 742 |
|