CPWM LLC’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 |
-2,751
| Closed | -$259K | – | 287 |
|
|
2015
Q4 | $259K | Hold |
2,751
| – | – | 0.05% | 234 |
|
|
2015
Q3 | $219K | Sell |
2,751
-250
| -8% | -$19.9K | 0.05% | 243 |
|
|
2015
Q2 | $346K | Hold |
3,001
| – | – | 0.08% | 148 |
|
|
2015
Q1 | $278K | Hold |
3,001
| – | – | 0.08% | 124 |
|
|
2014
Q4 | $254K | Hold |
3,001
| – | – | 0.07% | 137 |
|
|
2014
Q3 | $218K | Hold |
3,001
| – | – | 0.08% | 120 |
|
|
2014
Q2 | $214K | Buy |
+3,001
| New | +$214K | 0.08% | 116 |
|