Freestone Capital Holdings’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 |
-2,909
| Closed | -$483 | – | 393 |
|
|
2019
Q2 | $483 | Buy |
2,909
+578
| +25% | +$96 | 0.01% | 292 |
|
|
2019
Q1 | $297K | Hold |
2,331
| – | – | 0.02% | 311 |
|
|
2018
Q4 | $280K | Buy |
2,331
+459
| +25% | +$55.1K | 0.02% | 353 |
|
|
2018
Q3 | $209K | Sell |
1,872
-3,000
| -62% | -$335K | ﹤0.01% | 361 |
|
|
2018
Q2 | $476K | Sell |
4,872
-1,230
| -20% | -$120K | ﹤0.01% | 268 |
|
|
2018
Q1 | $493K | Hold |
6,102
| – | – | 0.03% | 270 |
|
|
2017
Q4 | $422K | Sell |
6,102
-616
| -9% | -$42.6K | 0.03% | 278 |
|
|
2017
Q3 | $503K | Sell |
6,718
-8,931
| -57% | -$669K | 0.04% | 260 |
|
|
2017
Q2 | $959K | Buy |
15,649
+8,795
| +128% | +$539K | 0.07% | 196 |
|
|
2017
Q1 | $340K | Buy |
+6,854
| New | +$340K | 0.03% | 305 |
|
|
2016
Q4 | – | Sell |
-4,336
| Closed | -$240K | – | 356 |
|
|
2016
Q3 | $240K | Sell |
4,336
-90
| -2% | -$4.98K | 0.02% | 310 |
|
|
2016
Q2 | $217K | Buy |
+4,426
| New | +$217K | 0.02% | 298 |
|