CWM
DATA

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

Concert Wealth Management’s Portfolio DATA Stock Details DATA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,276
Closed -$215K – 729
2015
Q4 		$215K Buy
+2,276
New +$204K 0.03% 575
2015
Q3 		– Sell
-2,426
Closed -$282K – 755
2015
Q2 		$282K Sell
2,426
-236
-9% -$25.5K 0.04% 527
2015
Q1 		$247K Hold
2,662
– – 0.07% 344
2014
Q4 		$223K Sell
2,662
-402
-13% -$32K 0.03% 546
2014
Q3 		$223K Sell
3,064
-475
-13% -$31.1K 0.03% 472
2014
Q2 		$246K Sell
3,539
-26
-0.7% -$1.63K 0.03% 466
2014
Q1 		$271K Hold
3,565
– – 0.03% 435
2013
Q4 		$248K Buy
+3,565
New +$234K 0.03% 434

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ACM
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