United Capital 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-2,346
| Closed | -$202K | – | 1248 |
|
2021
Q2 | $202K | Buy |
+2,346
| New | +$202K | ﹤0.01% | 1162 |
|
2021
Q1 | – | Sell |
-2,397
| Closed | -$292K | – | 1241 |
|
2020
Q4 | $292K | Sell |
2,397
-21
| -0.9% | -$2.56K | ﹤0.01% | 1003 |
|
2020
Q3 | $275K | Sell |
2,418
-26,644
| -92% | -$3.03M | ﹤0.01% | 975 |
|
2020
Q2 | $4.77M | Buy |
29,062
+24,909
| +600% | +$4.09M | 0.03% | 369 |
|
2020
Q1 | $395K | Sell |
4,153
-684
| -14% | -$65.1K | ﹤0.01% | 898 |
|
2019
Q4 | $484K | Sell |
4,837
-44
| -0.9% | -$4.4K | ﹤0.01% | 994 |
|
2019
Q3 | $524K | Buy |
+4,881
| New | +$524K | ﹤0.01% | 931 |
|