Sheets Smith Wealth Management’s Alteryx, Inc. AYX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-4,246
Closed -$456K 327
2019
Q3
$456K Sell
4,246
-782
-16% -$84K 0.09% 204
2019
Q2
$549K Sell
5,028
-39
-0.8% -$4.26K 0.11% 191
2019
Q1
$425K Buy
+5,067
New +$425K 0.09% 223