Envestnet Asset Management’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 |
-1,873
| Closed | -$311K | – | 3217 |
|
|
2019
Q2 | $311K | Sell |
1,873
-1,046
| -36% | -$174K | ﹤0.01% | 2641 |
|
|
2019
Q1 | $372K | Buy |
2,919
+475
| +19% | +$60.5K | ﹤0.01% | 2499 |
|
|
2018
Q4 | $293K | Buy |
+2,444
| New | +$293K | ﹤0.01% | 2441 |
|
|
2018
Q3 | – | Sell |
-1,230
| Closed | -$120K | – | 3027 |
|
|
2018
Q2 | $120K | Buy |
1,230
+22
| +2% | +$2.15K | ﹤0.01% | 1919 |
|
|
2018
Q1 | $99K | Buy |
1,208
+72
| +6% | +$5.9K | ﹤0.01% | 1914 |
|
|
2017
Q4 | $78K | Buy |
1,136
+120
| +12% | +$8.24K | ﹤0.01% | 2182 |
|
|
2017
Q3 | $76K | Buy |
1,016
+75
| +8% | +$5.61K | ﹤0.01% | 2166 |
|
|
2017
Q2 | $57K | Sell |
941
-189
| -17% | -$11.4K | ﹤0.01% | 2313 |
|
|
2017
Q1 | $55K | Sell |
1,130
-3,975
| -78% | -$193K | ﹤0.01% | 2381 |
|
|
2016
Q4 | $215K | Sell |
5,105
-1,785
| -26% | -$75.2K | ﹤0.01% | 1863 |
|
|
2016
Q3 | $381K | Sell |
6,890
-3,058
| -31% | -$169K | ﹤0.01% | 1715 |
|
|
2016
Q2 | $487K | Sell |
9,948
-2,113
| -18% | -$103K | ﹤0.01% | 1653 |
|
|
2016
Q1 | $553K | Buy |
12,061
+1,292
| +12% | +$59.2K | ﹤0.01% | 1586 |
|
|
2015
Q4 | $1.02M | Buy |
10,769
+882
| +9% | +$83.1K | ﹤0.01% | 1289 |
|
|
2015
Q3 | $789K | Buy |
9,887
+2,103
| +27% | +$168K | ﹤0.01% | 1391 |
|
|
2015
Q2 | $897K | Buy |
7,784
+2,946
| +61% | +$339K | ﹤0.01% | 1450 |
|
|
2015
Q1 | $448K | Buy |
+4,838
| New | +$448K | ﹤0.01% | 1608 |
|
|
2014
Q4 | – | Sell |
-17
| Closed | -$1K | – | 2820 |
|
|
2014
Q3 | $1K | Sell |
17
-53
| -76% | -$3.12K | ﹤0.01% | 2691 |
|
|
2014
Q2 | $5K | Buy |
70
+53
| +312% | +$3.79K | ﹤0.01% | 2308 |
|
|
2014
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 2492 |
|
|
2013
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 2410 |
|