CWM
DATA

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

Cornerstone Wealth Management’s Portfolio DATA Stock Details DATA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-87,885
Closed -$880K – 1595
2018
Q2 		$880K Buy
+87,885
New +$880K 0.01% 816