B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,500
| Closed | -$172K | – | 892 |
|
|
2015
Q2 | $172K | Sell |
1,500
-2,500
| -63% | -$287K | 0.14% | 204 |
|
|
2015
Q1 | $370K | Sell |
4,000
-1,000
| -20% | -$92.5K | 0.28% | 103 |
|
|
2014
Q4 | $423K | Buy |
+5,000
| New | +$423K | 0.35% | 67 |
|
|
2014
Q2 | – | Sell |
-1,000
| Closed | -$76K | – | 1196 |
|
|
2014
Q1 | $76K | Buy |
+1,000
| New | +$76K | 0.06% | 370 |
|