Capital Impact 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,498
| Closed | -$612K | – | 257 |
|
|
2015
Q4 | $612K | Hold |
6,498
| – | – | 0.29% | 159 |
|
|
2015
Q3 | $518K | Hold |
6,498
| – | – | 0.26% | 157 |
|
|
2015
Q2 | $749K | Hold |
6,498
| – | – | 0.34% | 122 |
|
|
2015
Q1 | $601K | Buy |
6,498
+1,611
| +33% | +$149K | 0.27% | 172 |
|
|
2014
Q4 | $414K | Hold |
4,887
| – | – | 0.2% | 84 |
|
|
2014
Q3 | $355 | Hold |
4,887
| – | – | ﹤0.01% | 78 |
|
|
2014
Q2 | $349K | Buy |
+4,887
| New | +$349K | 0.26% | 85 |
|