Creative Planning’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-30,312
| Closed | -$5.03M | – | 1988 |
|
|
2019
Q2 | $5.03M | Buy |
30,312
+657
| +2% | +$109K | 0.02% | 287 |
|
|
2019
Q1 | $3.77M | Sell |
29,655
-891
| -3% | -$113K | 0.01% | 322 |
|
|
2018
Q4 | $3.67M | Buy |
30,546
+6,115
| +25% | +$734K | 0.02% | 300 |
|
|
2018
Q3 | $2.73M | Buy |
24,431
+2,276
| +10% | +$254K | 0.01% | 399 |
|
|
2018
Q2 | $2.17M | Buy |
+22,155
| New | +$2.17M | 0.01% | 443 |
|
|
2017
Q3 | – | Sell |
-1,104
| Closed | -$68K | – | 4170 |
|
|
2017
Q2 | $68K | Sell |
1,104
-301
| -21% | -$18.5K | ﹤0.01% | 2267 |
|
|
2017
Q1 | $70K | Buy |
1,405
+1,050
| +296% | +$52.3K | ﹤0.01% | 2199 |
|
|
2016
Q4 | $15K | Sell |
355
-916
| -72% | -$38.7K | ﹤0.01% | 3246 |
|
|
2016
Q3 | $70K | Sell |
1,271
-4,330
| -77% | -$238K | ﹤0.01% | 2099 |
|
|
2016
Q2 | $274K | Buy |
5,601
+5,381
| +2,446% | +$263K | ﹤0.01% | 1094 |
|
|
2016
Q1 | $10K | Buy |
220
+22
| +11% | +$1K | ﹤0.01% | 3224 |
|
|
2015
Q4 | $19K | Buy |
198
+100
| +102% | +$9.6K | ﹤0.01% | 2862 |
|
|
2015
Q3 | $8K | Buy |
+98
| New | +$8K | ﹤0.01% | 3345 |
|
|
2015
Q2 | – | Sell |
-70
| Closed | -$6K | – | 3379 |
|
|
2015
Q1 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 3424 |
|