Financial Architects (New Jersey)’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-57
| Closed | -$2K | – | 1549 |
|
|
2016
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 1294 |
|
|
2016
Q3 | $3K | Hold |
57
| – | – | ﹤0.01% | 1253 |
|
|
2016
Q2 | $3K | Hold |
57
| – | – | ﹤0.01% | 1227 |
|
|
2016
Q1 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 978 |
|
|
2015
Q3 | – | Sell |
-792
| Closed | -$91K | – | 1042 |
|
|
2015
Q2 | $91K | Sell |
792
-487
| -38% | -$56K | 0.03% | 312 |
|
|
2015
Q1 | $118K | Buy |
1,279
+119
| +10% | +$11K | 0.05% | 258 |
|
|
2014
Q4 | $98K | Buy |
1,160
+500
| +76% | +$42.2K | 0.04% | 251 |
|
|
2014
Q3 | $48K | Hold |
660
| – | – | 0.02% | 312 |
|
|
2014
Q2 | $47K | Buy |
+660
| New | +$47K | 0.02% | 330 |
|