ACG Wealth’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-23,459
| Closed | -$2.21M | – | 244 |
|
|
2015
Q4 | $2.21M | Buy |
23,459
+2,090
| +10% | +$197K | 0.49% | 61 |
|
|
2015
Q3 | $1.71M | Buy |
21,369
+1,122
| +6% | +$89.5K | 0.46% | 65 |
|
|
2015
Q2 | $2.34M | Sell |
20,247
-548
| -3% | -$63.2K | 0.58% | 54 |
|
|
2015
Q1 | $1.92M | Buy |
20,795
+5,134
| +33% | +$475K | 0.51% | 63 |
|
|
2014
Q4 | $1.33M | Buy |
15,661
+581
| +4% | +$49.2K | 0.36% | 77 |
|
|
2014
Q3 | $1.1M | Buy |
15,080
+4,120
| +38% | +$299K | 0.31% | 87 |
|
|
2014
Q2 | $782K | Buy |
10,960
+5,130
| +88% | +$366K | 0.15% | 107 |
|
|
2014
Q1 | $444K | Buy |
5,830
+841
| +17% | +$64K | 0.13% | 126 |
|
|
2013
Q4 | $344K | Buy |
+4,989
| New | +$344K | 0.09% | 138 |
|