IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5300 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5104 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4922 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4679 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4472 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4237 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4089 |
|
|
2019
Q1 | $12K | Buy |
94
+59
| +169% | +$7.53K | ﹤0.01% | 1553 |
|
|
2018
Q4 | $4K | Buy |
35
+10
| +40% | +$1.14K | ﹤0.01% | 2949 |
|
|
2018
Q3 | $3K | Buy |
25
+11
| +79% | +$1.32K | ﹤0.01% | 3452 |
|
|
2018
Q2 | $1K | Sell |
14
-42
| -75% | -$3K | ﹤0.01% | 3780 |
|
|
2018
Q1 | $4K | Hold |
56
| – | – | ﹤0.01% | 3323 |
|
|
2017
Q4 | $4K | Sell |
56
-162
| -74% | -$11.6K | ﹤0.01% | 3322 |
|
|
2017
Q3 | $16K | Sell |
218
-88
| -29% | -$6.46K | ﹤0.01% | 2735 |
|
|
2017
Q2 | $19K | Buy |
306
+300
| +5,000% | +$18.6K | ﹤0.01% | 2607 |
|
|
2017
Q1 | $0 | Sell |
6
-1,001
| -99% | – | ﹤0.01% | 4199 |
|
|
2016
Q4 | $42K | Hold |
1,007
| – | – | ﹤0.01% | 1992 |
|
|
2016
Q3 | $56K | Sell |
1,007
-7
| -0.7% | -$389 | ﹤0.01% | 1735 |
|
|
2016
Q2 | $50K | Buy |
1,014
+920
| +979% | +$45.4K | ﹤0.01% | 1762 |
|
|
2016
Q1 | $12K | Sell |
94
-976
| -91% | -$125K | ﹤0.01% | 1553 |
|
|
2015
Q4 | $101K | Buy |
+1,070
| New | +$101K | 0.01% | 1172 |
|