Garde Capital’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 |
-18,415
| Closed | -$3.06M | – | 149 |
|
|
2019
Q2 | $3.06M | Sell |
18,415
-995
| -5% | -$165K | 0.5% | 33 |
|
|
2019
Q1 | $2.47M | Buy |
19,410
+321
| +2% | +$40.9K | 0.43% | 34 |
|
|
2018
Q4 | $2.29M | Buy |
19,089
+1,780
| +10% | +$214K | 0.41% | 38 |
|
|
2018
Q3 | $2.04M | Buy |
17,309
+2,222
| +15% | +$262K | 0.34% | 38 |
|
|
2018
Q2 | $1.48M | Buy |
15,087
+2,604
| +21% | +$255K | 0.26% | 50 |
|
|
2018
Q1 | $1.01M | Sell |
12,483
-884
| -7% | -$71.5K | 0.18% | 68 |
|
|
2017
Q4 | $925K | Sell |
13,367
-150
| -1% | -$10.4K | 0.17% | 75 |
|
|
2017
Q3 | $1.01M | Buy |
13,517
+1,200
| +10% | +$89.8K | 0.2% | 64 |
|
|
2017
Q2 | $755K | Buy |
12,317
+3,336
| +37% | +$204K | 0.19% | 51 |
|
|
2017
Q1 | $445K | Buy |
+8,981
| New | +$445K | 0.12% | 67 |
|
|
2016
Q4 | – | Sell |
-2,933
| Closed | -$234K | – | 162 |
|
|
2016
Q3 | $234K | Sell |
2,933
-2,348
| -44% | -$187K | 0.07% | 130 |
|
|
2016
Q2 | $258K | Sell |
5,281
-1,002
| -16% | -$49K | 0.08% | 89 |
|
|
2016
Q1 | $288K | Buy |
6,283
+152
| +2% | +$6.97K | 0.1% | 83 |
|
|
2015
Q4 | $578K | Buy |
6,131
+3,198
| +109% | +$301K | 0.2% | 55 |
|
|
2015
Q3 | $234K | Hold |
2,933
| – | – | 0.07% | 130 |
|
|
2015
Q2 | $338K | Hold |
2,933
| – | – | 0.1% | 111 |
|
|
2015
Q1 | $271K | Buy |
+2,933
| New | +$271K | 0.08% | 123 |
|