Valeo 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
Q1 | – | Sell |
-683
| Closed | -$83K | – | 2130 |
|
|
2020
Q4 | $83K | Hold |
683
| – | – | ﹤0.01% | 609 |
|
|
2020
Q3 | $78K | Hold |
683
| – | – | 0.01% | 517 |
|
|
2020
Q2 | $112K | Hold |
683
| – | – | 0.01% | 462 |
|
|
2020
Q1 | $74K | Buy |
683
+178
| +35% | +$19.3K | 0.01% | 484 |
|
|
2019
Q4 | $51K | Buy |
505
+5
| +1% | +$505 | 0.01% | 638 |
|
|
2019
Q3 | $54K | Buy |
+500
| New | +$54K | 0.01% | 577 |
|