FineMark National Bank & Trust’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 |
-544
| Closed | -$23K | – | 1157 |
|
2016
Q4 | $23K | Hold |
544
| – | – | ﹤0.01% | 802 |
|
2016
Q3 | $30K | Buy |
544
+255
| +88% | +$14.1K | ﹤0.01% | 725 |
|
2016
Q2 | $14K | Sell |
289
-106
| -27% | -$5.14K | ﹤0.01% | 891 |
|
2016
Q1 | $18K | Hold |
395
| – | – | ﹤0.01% | 804 |
|
2015
Q4 | $37K | Hold |
395
| – | – | ﹤0.01% | 675 |
|
2015
Q3 | $32K | Sell |
395
-147
| -27% | -$11.9K | ﹤0.01% | 749 |
|
2015
Q2 | $62K | Buy |
542
+177
| +48% | +$20.2K | 0.01% | 605 |
|
2015
Q1 | $34K | Hold |
365
| – | – | ﹤0.01% | 767 |
|
2014
Q4 | $31K | Sell |
365
-10
| -3% | -$849 | ﹤0.01% | 802 |
|
2014
Q3 | $27K | Hold |
375
| – | – | ﹤0.01% | 812 |
|
2014
Q2 | $27K | Buy |
+375
| New | +$27K | ﹤0.01% | 822 |
|