Aperio Group’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-11,201
| Closed | -$1.86M | – | 3024 |
|
2019
Q2 | $1.86M | Sell |
11,201
-2,330
| -17% | -$387K | 0.01% | 1095 |
|
2019
Q1 | $1.72M | Buy |
13,531
+2,365
| +21% | +$301K | 0.01% | 1096 |
|
2018
Q4 | $1.34M | Buy |
11,166
+4,878
| +78% | +$585K | 0.01% | 1154 |
|
2018
Q3 | $703K | Buy |
6,288
+1,286
| +26% | +$144K | ﹤0.01% | 1594 |
|
2018
Q2 | $489K | Sell |
5,002
-96
| -2% | -$9.39K | ﹤0.01% | 1752 |
|
2018
Q1 | $412K | Buy |
5,098
+118
| +2% | +$9.54K | ﹤0.01% | 1787 |
|
2017
Q4 | $345K | Buy |
4,980
+335
| +7% | +$23.2K | ﹤0.01% | 1876 |
|
2017
Q3 | $348K | Sell |
4,645
-116
| -2% | -$8.69K | ﹤0.01% | 1841 |
|
2017
Q2 | $292K | Buy |
4,761
+718
| +18% | +$44K | ﹤0.01% | 1916 |
|
2017
Q1 | $200K | Buy |
+4,043
| New | +$200K | ﹤0.01% | 2039 |
|
2016
Q4 | – | Sell |
-5,386
| Closed | -$298K | – | 2151 |
|
2016
Q3 | $298K | Buy |
5,386
+175
| +3% | +$9.68K | ﹤0.01% | 1714 |
|
2016
Q2 | $255K | Buy |
5,211
+572
| +12% | +$28K | ﹤0.01% | 1733 |
|
2016
Q1 | $213K | Buy |
+4,639
| New | +$213K | ﹤0.01% | 1842 |
|