Apriem Advisors’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-200
| Closed | -$19K | – | 702 |
|
|
2015
Q1 | $19K | Hold |
200
| – | – | 0.01% | 331 |
|
|
2014
Q4 | $17K | Sell |
200
-15,605
| -99% | -$1.33M | 0.01% | 321 |
|
|
2014
Q3 | $1.15M | Buy |
15,805
+3,880
| +33% | +$282K | 0.44% | 58 |
|
|
2014
Q2 | $851K | Buy |
11,925
+1,075
| +10% | +$76.7K | 0.32% | 67 |
|
|
2014
Q1 | $825K | Sell |
10,850
-320
| -3% | -$24.3K | 0.31% | 68 |
|
|
2013
Q4 | $770K | Buy |
11,170
+9,455
| +551% | +$652K | 0.3% | 63 |
|
|
2013
Q3 | $122K | Buy |
+1,715
| New | +$122K | 0.05% | 130 |
|