Gideon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,376
| Closed | -$1.19M | – | 488 |
|
|
2019
Q1 | $1.19M | Sell |
9,376
-2,159
| -19% | -$275K | 0.43% | 60 |
|
|
2018
Q4 | $1.38M | Buy |
11,535
+9,137
| +381% | +$1.1M | 0.56% | 43 |
|
|
2018
Q3 | $268K | Buy |
+2,398
| New | +$268K | 0.13% | 266 |
|
|
2018
Q2 | – | Sell |
-5,300
| Closed | -$428K | – | 523 |
|
|
2018
Q1 | $428K | Buy |
5,300
+1,535
| +41% | +$124K | 0.27% | 145 |
|
|
2017
Q4 | $261K | Sell |
3,765
-1,511
| -29% | -$105K | 0.23% | 193 |
|
|
2017
Q3 | $395K | Buy |
5,276
+399
| +8% | +$29.9K | 0.39% | 77 |
|
|
2017
Q2 | $299K | Buy |
+4,877
| New | +$299K | 0.33% | 130 |
|