Creative Planning’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-30,312
| Closed | -$5.03M | – | 2161 |
|
|
2019
Q2 | $5.03M | Buy |
30,312
+657
| +2% | +$86.3K | 0.02% | 287 |
|
|
2019
Q1 | $3.77M | Sell |
29,655
-891
| -3% | -$113K | 0.01% | 323 |
|
|
2018
Q4 | $3.67M | Buy |
30,546
+6,115
| +25% | +$684K | 0.02% | 300 |
|
|
2018
Q3 | $2.73M | Buy |
24,431
+2,276
| +10% | +$246K | 0.01% | 401 |
|
|
2018
Q2 | $2.17M | Buy |
+22,155
| New | +$2.03M | 0.01% | 446 |
|
|
2017
Q3 | – | Sell |
-1,104
| Closed | -$68K | – | 4291 |
|
|
2017
Q2 | $68K | Sell |
1,104
-301
| -21% | -$17.7K | ﹤0.01% | 2282 |
|
|
2017
Q1 | $70K | Buy |
1,405
+1,050
| +296% | +$51.9K | ﹤0.01% | 2216 |
|
|
2016
Q4 | $15K | Sell |
355
-916
| -72% | -$42.7K | ﹤0.01% | 3290 |
|
|
2016
Q3 | $70K | Sell |
1,271
-4,330
| -77% | -$238K | ﹤0.01% | 2115 |
|
|
2016
Q2 | $274K | Buy |
5,601
+5,381
| +2,446% | +$270K | ﹤0.01% | 1099 |
|
|
2016
Q1 | $10K | Buy |
220
+22
| +11% | +$1.28K | ﹤0.01% | 3260 |
|
|
2015
Q4 | $19K | Buy |
198
+100
| +102% | +$8.98K | ﹤0.01% | 2898 |
|
|
2015
Q3 | $8K | Buy |
+98
| New | +$10.2K | ﹤0.01% | 3382 |
|
|
2015
Q2 | – | Sell |
-70
| Closed | -$6K | – | 3532 |
|
|
2015
Q1 | $6K | Buy |
+70
| New | +$6.36K | ﹤0.01% | 3487 |
|