Edmond de Rothschild Holding’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
Q1 | – | Sell |
-600
| Closed | -$72K | – | 701 |
|
2018
Q4 | $72K | Sell |
600
-940
| -61% | -$113K | ﹤0.01% | 491 |
|
2018
Q3 | $172K | Buy |
1,540
+200
| +15% | +$22.3K | ﹤0.01% | 452 |
|
2018
Q2 | $131K | Buy |
1,340
+740
| +123% | +$72.3K | ﹤0.01% | 514 |
|
2018
Q1 | $48K | Hold |
600
| – | – | ﹤0.01% | 611 |
|
2017
Q4 | $42K | Sell |
600
-400
| -40% | -$28K | ﹤0.01% | 640 |
|
2017
Q3 | $75K | Hold |
1,000
| – | – | ﹤0.01% | 604 |
|
2017
Q2 | $61K | Hold |
1,000
| – | – | ﹤0.01% | 608 |
|
2017
Q1 | $50K | Hold |
1,000
| – | – | ﹤0.01% | 640 |
|
2016
Q4 | $42K | Hold |
1,000
| – | – | ﹤0.01% | 656 |
|
2016
Q3 | $55K | Hold |
1,000
| – | – | ﹤0.01% | 640 |
|
2016
Q2 | $49K | Hold |
1,000
| – | – | ﹤0.01% | 631 |
|
2016
Q1 | $46K | Buy |
1,000
+500
| +100% | +$23K | ﹤0.01% | 634 |
|
2015
Q4 | $47K | Hold |
500
| – | – | ﹤0.01% | 630 |
|
2015
Q3 | $40K | Hold |
500
| – | – | ﹤0.01% | 637 |
|
2015
Q2 | $58K | Buy |
+500
| New | +$58K | ﹤0.01% | 617 |
|