Carroll Financial Associates’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 |
-381
| Closed | -$63K | – | 1826 |
|
|
2019
Q2 | $63K | Buy |
381
+110
| +41% | +$18.2K | 0.01% | 580 |
|
|
2019
Q1 | $34K | Buy |
271
+111
| +69% | +$13.9K | ﹤0.01% | 636 |
|
|
2018
Q4 | $19K | Hold |
160
| – | – | ﹤0.01% | 692 |
|
|
2018
Q3 | $17K | Hold |
160
| – | – | ﹤0.01% | 760 |
|
|
2018
Q2 | $15K | Sell |
160
-165
| -51% | -$15.5K | ﹤0.01% | 776 |
|
|
2018
Q1 | $26K | Hold |
325
| – | – | ﹤0.01% | 611 |
|
|
2017
Q4 | $22K | Hold |
325
| – | – | ﹤0.01% | 643 |
|
|
2017
Q3 | $24K | Hold |
325
| – | – | ﹤0.01% | 621 |
|
|
2017
Q2 | $19K | Hold |
325
| – | – | ﹤0.01% | 680 |
|
|
2017
Q1 | $16K | Sell |
325
-350
| -52% | -$17.2K | ﹤0.01% | 725 |
|
|
2016
Q4 | $28K | Hold |
675
| – | – | ﹤0.01% | 573 |
|
|
2016
Q3 | $37K | Sell |
675
-679
| -50% | -$37.2K | 0.01% | 520 |
|
|
2016
Q2 | $66K | Hold |
1,354
| – | – | 0.01% | 405 |
|
|
2016
Q1 | $62K | Hold |
1,354
| – | – | 0.01% | 397 |
|
|
2015
Q4 | $127K | Hold |
1,354
| – | – | 0.03% | 257 |
|
|
2015
Q3 | $111K | Hold |
1,354
| – | – | 0.02% | 270 |
|
|
2015
Q2 | $156K | Hold |
1,354
| – | – | 0.03% | 219 |
|
|
2015
Q1 | $125K | Hold |
1,354
| – | – | 0.05% | 179 |
|
|
2014
Q4 | $114K | Hold |
1,354
| – | – | 0.07% | 161 |
|
|
2014
Q3 | $113K | Hold |
1,354
| – | – | 0.03% | 199 |
|
|
2014
Q2 | $97K | Hold |
1,354
| – | – | 0.03% | 238 |
|
|
2014
Q1 | $103K | Hold |
1,354
| – | – | 0.03% | 209 |
|
|
2013
Q4 | $93K | Buy |
+1,354
| New | +$93K | 0.03% | 217 |
|