BRWM
DATA

B. Riley Wealth Management’s Tableau Software, Inc. DATA Stock Holding History

B. Riley Wealth Management’s Portfolio DATA Stock Details DATA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,500
Closed -$172K – 890
2015
Q2 		$172K Sell
1,500
-2,500
-63% -$270K 0.14% 204
2015
Q1 		$370K Sell
4,000
-1,000
-20% -$90.9K 0.28% 103
2014
Q4 		$423K Buy
+5,000
New +$398K 0.35% 67
2014
Q2 		– Sell
-1,000
Closed -$76K – 1197
2014
Q1 		$76K Buy
+1,000
New +$84.1K 0.06% 370

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