Concert Wealth Management’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 |
-2,276
| Closed | -$215K | – | 723 |
|
|
2015
Q4 | $215K | Buy |
+2,276
| New | +$215K | 0.03% | 575 |
|
|
2015
Q3 | – | Sell |
-2,426
| Closed | -$282K | – | 748 |
|
|
2015
Q2 | $282K | Sell |
2,426
-236
| -9% | -$27.4K | 0.04% | 527 |
|
|
2015
Q1 | $247K | Hold |
2,662
| – | – | 0.07% | 344 |
|
|
2014
Q4 | $223K | Sell |
2,662
-402
| -13% | -$33.7K | 0.03% | 546 |
|
|
2014
Q3 | $223K | Sell |
3,064
-475
| -13% | -$34.6K | 0.03% | 472 |
|
|
2014
Q2 | $246K | Sell |
3,539
-26
| -0.7% | -$1.81K | 0.03% | 466 |
|
|
2014
Q1 | $271K | Hold |
3,565
| – | – | 0.03% | 435 |
|
|
2013
Q4 | $248K | Buy |
+3,565
| New | +$248K | 0.03% | 434 |
|