Benjamin F. Edwards & Company’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 |
-500
| Closed | -$83K | – | 2033 |
|
|
2019
Q2 | $83K | Sell |
500
-50
| -9% | -$8.3K | 0.01% | 759 |
|
|
2019
Q1 | $70K | Sell |
550
-50
| -8% | -$6.36K | 0.01% | 780 |
|
|
2018
Q4 | $72K | Sell |
600
-80
| -12% | -$9.6K | 0.01% | 750 |
|
|
2018
Q3 | $76K | Hold |
680
| – | – | 0.01% | 753 |
|
|
2018
Q2 | $66K | Buy |
+680
| New | +$66K | 0.01% | 777 |
|
|
2017
Q4 | – | Sell |
-1,169
| Closed | -$88K | – | 1627 |
|
|
2017
Q3 | $88K | Buy |
1,169
+52
| +5% | +$3.91K | 0.01% | 635 |
|
|
2017
Q2 | $68K | Buy |
+1,117
| New | +$68K | 0.01% | 641 |
|
|
2017
Q1 | – | Sell |
-17
| Closed | -$1K | – | 1402 |
|
|
2016
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1217 |
|
|
2016
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1105 |
|
|
2016
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1067 |
|
|
2016
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1073 |
|
|
2015
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 1087 |
|
|
2015
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1118 |
|
|
2015
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 1118 |
|
|
2015
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 1086 |
|
|
2014
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1003 |
|