Allworth Financial’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
Q4 | – | Sell |
-2,419
| Closed | -$134K | – | 768 |
|
|
2016
Q3 | $134K | Hold |
2,419
| – | – | 0.01% | 126 |
|
|
2016
Q2 | $118K | Hold |
2,419
| – | – | 0.01% | 136 |
|
|
2016
Q1 | $111K | Buy |
2,419
+70
| +3% | +$3.21K | 0.01% | 145 |
|
|
2015
Q4 | $221K | Sell |
2,349
-33
| -1% | -$3.11K | 0.04% | 88 |
|
|
2015
Q3 | $190K | Hold |
2,382
| – | – | 0.07% | 88 |
|
|
2015
Q2 | $275K | Hold |
2,382
| – | – | 0.1% | 77 |
|
|
2015
Q1 | $220K | Hold |
2,382
| – | – | 0.08% | 88 |
|
|
2014
Q4 | $202K | Buy |
+2,382
| New | +$202K | 0.08% | 81 |
|