Whittier Trust’s Alteryx, Inc. AYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-465
| Closed | -$21.9K | – | 1576 |
|
|
2023
Q4 | $21.9K | Sell |
465
-1
| -0.2% | -$47 | ﹤0.01% | 1090 |
|
|
2023
Q3 | $17.6K | Hold |
466
| – | – | ﹤0.01% | 1140 |
|
|
2023
Q2 | $21.2K | Sell |
466
-123
| -21% | -$5.58K | ﹤0.01% | 1114 |
|
|
2023
Q1 | $34.7K | Buy |
589
+158
| +37% | +$9.3K | ﹤0.01% | 1031 |
|
|
2022
Q4 | $21.8K | Sell |
431
-755
| -64% | -$38.2K | ﹤0.01% | 1126 |
|
|
2022
Q3 | $67K | Sell |
1,186
-37
| -3% | -$2.09K | ﹤0.01% | 917 |
|
|
2022
Q2 | $59K | Hold |
1,223
| – | – | ﹤0.01% | 925 |
|
|
2022
Q1 | $88K | Sell |
1,223
-43
| -3% | -$3.09K | ﹤0.01% | 853 |
|
|
2021
Q4 | $77K | Sell |
1,266
-1,916
| -60% | -$117K | ﹤0.01% | 884 |
|
|
2021
Q3 | $232K | Sell |
3,182
-14,840
| -82% | -$1.08M | ﹤0.01% | 614 |
|
|
2021
Q2 | $1.55M | Buy |
18,022
+2,110
| +13% | +$181K | 0.03% | 299 |
|
|
2021
Q1 | $1.32M | Buy |
15,912
+1,065
| +7% | +$88.3K | 0.03% | 325 |
|
|
2020
Q4 | $1.81M | Buy |
14,847
+810
| +6% | +$98.6K | 0.04% | 259 |
|
|
2020
Q3 | $1.59M | Buy |
14,037
+1,169
| +9% | +$133K | 0.04% | 273 |
|
|
2020
Q2 | $2.11M | Buy |
12,868
+689
| +6% | +$113K | 0.06% | 219 |
|
|
2020
Q1 | $1.16M | Buy |
+12,179
| New | +$1.16M | 0.04% | 273 |
|