SlateStone Wealth’s Alteryx, Inc. AYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,750
| Closed | -$1.43M | – | 179 |
|
|
2020
Q4 | $1.43M | Buy |
11,750
+900
| +8% | +$110K | 0.36% | 68 |
|
|
2020
Q3 | $1.23M | Sell |
10,850
-4,350
| -29% | -$494K | 0.27% | 89 |
|
|
2020
Q2 | $2.5M | Hold |
15,200
| – | – | 0.56% | 52 |
|
|
2020
Q1 | $1.45M | Buy |
15,200
+570
| +4% | +$54.3K | 0.41% | 62 |
|
|
2019
Q4 | $1.46M | Buy |
+14,630
| New | +$1.46M | 0.33% | 82 |
|