Denver PWM’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
Q2 | – | Sell |
-5,664
| Closed | -$700K | – | 78 |
|
|
2019
Q1 | $700K | Hold |
5,664
| – | – | 0.46% | 36 |
|
|
2018
Q4 | $684K | Hold |
5,664
| – | – | 0.49% | 30 |
|
|
2018
Q3 | $650K | Buy |
+5,664
| New | +$650K | 0.49% | 36 |
|
|
2018
Q1 | $536K | Sell |
5,692
-196
| -3% | -$18.5K | 0.48% | 30 |
|
|
2017
Q4 | $486K | Buy |
5,888
+281
| +5% | +$23.2K | 0.37% | 41 |
|
|
2017
Q3 | $399K | Buy |
+5,607
| New | +$399K | 0.31% | 45 |
|