SeaCrest Wealth Management’s Alteryx, Inc. AYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-6,620
| Closed | -$390K | – | 669 |
|
2023
Q1 | $390K | Hold |
6,620
| – | – | 0.05% | 393 |
|
2022
Q4 | $335K | Buy |
+6,620
| New | +$335K | 0.05% | 422 |
|
2021
Q1 | – | Sell |
-5,038
| Closed | -$614K | – | 687 |
|
2020
Q4 | $614K | Sell |
5,038
-2,450
| -33% | -$299K | 0.09% | 247 |
|
2020
Q3 | $850K | Buy |
7,488
+1,538
| +26% | +$175K | 0.14% | 165 |
|
2020
Q2 | $977K | Sell |
5,950
-150
| -2% | -$24.6K | 0.17% | 124 |
|
2020
Q1 | $581K | Buy |
6,100
+1,250
| +26% | +$119K | 0.12% | 183 |
|
2019
Q4 | $485K | Sell |
4,850
-751
| -13% | -$75.1K | 0.08% | 283 |
|
2019
Q3 | $602K | Buy |
5,601
+901
| +19% | +$96.8K | 0.11% | 220 |
|
2019
Q2 | $513K | Buy |
4,700
+850
| +22% | +$92.8K | 0.1% | 231 |
|
2019
Q1 | $323K | Buy |
3,850
+2,400
| +166% | +$201K | 0.06% | 338 |
|
2018
Q4 | $86K | Sell |
1,450
-250
| -15% | -$14.8K | 0.02% | 715 |
|
2018
Q3 | $97K | Hold |
1,700
| – | – | 0.02% | 751 |
|
2018
Q2 | $65K | Buy |
1,700
+100
| +6% | +$3.82K | 0.01% | 883 |
|
2018
Q1 | $55K | Sell |
1,600
-175
| -10% | -$6.02K | 0.01% | 918 |
|
2017
Q4 | $45K | Buy |
+1,775
| New | +$45K | 0.01% | 1012 |
|