CPA
DATA
Clear Perspective Advisors’s Tableau Software, Inc. DATA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-100
| Closed | -$10K | – | 478 |
|
2018
Q2 | $10K | Hold |
100
| – | – | 0.01% | 371 |
|
2018
Q1 | $8K | Hold |
100
| – | – | 0.01% | 379 |
|
2017
Q4 | $7K | Hold |
100
| – | – | 0.01% | 370 |
|
2017
Q3 | $7K | Hold |
100
| – | – | 0.01% | 370 |
|
2017
Q2 | $6K | Hold |
100
| – | – | 0.01% | 387 |
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 357 |
|
2016
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 358 |
|