CWM
DATA

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

Cabot Wealth Management’s Portfolio DATA Stock Details DATA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-18,697
Closed -$1.42M – 156
2014
Q1 		$1.42M Buy
+18,697
New +$1.42M 0.37% 94