Assured Investment Management’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,738
| Closed | -$545K | – | 1371 |
|
|
2018
Q1 | $545K | Buy |
+6,738
| New | +$545K | 0.01% | 712 |
|
|
2017
Q4 | – | Sell |
-2,638
| Closed | -$198K | – | 669 |
|
|
2017
Q3 | $198K | Sell |
2,638
-9,642
| -79% | -$724K | ﹤0.01% | 508 |
|
|
2017
Q2 | $752K | Buy |
12,280
+485
| +4% | +$29.7K | 0.02% | 391 |
|
|
2017
Q1 | $584K | Buy |
11,795
+4,408
| +60% | +$218K | 0.01% | 362 |
|
|
2016
Q4 | $311K | Sell |
7,387
-9,117
| -55% | -$384K | 0.01% | 439 |
|
|
2016
Q3 | $912K | Buy |
16,504
+9,612
| +139% | +$531K | 0.02% | 290 |
|
|
2016
Q2 | $337K | Sell |
6,892
-10,156
| -60% | -$497K | 0.01% | 418 |
|
|
2016
Q1 | $782K | Buy |
17,048
+16,609
| +3,783% | +$762K | 0.02% | 204 |
|
|
2015
Q4 | $41K | Sell |
439
-10,890
| -96% | -$1.02M | ﹤0.01% | 544 |
|
|
2015
Q3 | $904K | Buy |
11,329
+9,171
| +425% | +$732K | 0.02% | 211 |
|
|
2015
Q2 | $249K | Buy |
+2,158
| New | +$249K | ﹤0.01% | 437 |
|