Geneva Advisors’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-7,733
| Closed | -$729K | – | 746 |
|
|
2015
Q4 | $729K | Buy |
+7,733
| New | +$729K | 0.01% | 354 |
|
|
2015
Q3 | – | Sell |
-4,138
| Closed | -$477K | – | 699 |
|
|
2015
Q2 | $477K | Buy |
+4,138
| New | +$477K | 0.01% | 434 |
|
|
2013
Q4 | – | Sell |
-43,405
| Closed | -$3.09M | – | 600 |
|
|
2013
Q3 | $3.09M | Buy |
43,405
+15,515
| +56% | +$1.11M | 0.06% | 136 |
|
|
2013
Q2 | $1.55M | Buy |
+27,890
| New | +$1.55M | 0.04% | 173 |
|