Rockbridge Investment Management’s Alteryx, Inc. AYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-38
| Closed | -$2K | – | 860 |
|
2021
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 741 |
|
2021
Q3 | $3K | Sell |
38
-6
| -14% | -$474 | ﹤0.01% | 655 |
|
2021
Q2 | $4K | Sell |
44
-23
| -34% | -$2.09K | ﹤0.01% | 631 |
|
2021
Q1 | $6K | Sell |
67
-11
| -14% | -$985 | ﹤0.01% | 570 |
|
2020
Q4 | $9K | Sell |
78
-23
| -23% | -$2.65K | ﹤0.01% | 520 |
|
2020
Q3 | $11K | Buy |
101
+50
| +98% | +$5.45K | ﹤0.01% | 459 |
|
2020
Q2 | $8K | Buy |
+51
| New | +$8K | ﹤0.01% | 459 |
|