Broadview 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-68,025
| Closed | -$7.6M | – | 105 |
|
2018
Q3 | $7.6M | Sell |
68,025
-8,450
| -11% | -$944K | 1.3% | 37 |
|
2018
Q2 | $7.48M | Sell |
76,475
-27,200
| -26% | -$2.66M | 1.19% | 42 |
|
2018
Q1 | $8.38M | Buy |
103,675
+400
| +0.4% | +$32.3K | 1.37% | 28 |
|
2017
Q4 | $7.15M | Buy |
103,275
+450
| +0.4% | +$31.1K | 1.02% | 40 |
|
2017
Q3 | $7.7M | Sell |
102,825
-39,300
| -28% | -$2.94M | 1.12% | 38 |
|
2017
Q2 | $8.71M | Buy |
142,125
+1,450
| +1% | +$88.8K | 1.29% | 31 |
|
2017
Q1 | $6.97M | Sell |
140,675
-10,975
| -7% | -$544K | 0.96% | 46 |
|
2016
Q4 | $6.39M | Buy |
151,650
+80,650
| +114% | +$3.4M | 0.85% | 49 |
|
2016
Q3 | $3.92M | Buy |
+71,000
| New | +$3.92M | 0.56% | 63 |
|