Institute for Wealth Management’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 |
-3,368
| Closed | -$559K | – | 480 |
|
|
2019
Q2 | $559K | Sell |
3,368
-392
| -10% | -$65.1K | 0.12% | 239 |
|
|
2019
Q1 | $479K | Sell |
3,760
-350
| -9% | -$44.6K | 0.1% | 250 |
|
|
2018
Q4 | $493K | Buy |
+4,110
| New | +$493K | 0.2% | 151 |
|
|
2018
Q1 | – | Sell |
-3,983
| Closed | -$276K | – | 415 |
|
|
2017
Q4 | $276K | Buy |
+3,983
| New | +$276K | 0.06% | 312 |
|
|
2017
Q3 | – | Sell |
-4,190
| Closed | -$258K | – | 414 |
|
|
2017
Q2 | $258K | Buy |
+4,190
| New | +$258K | 0.07% | 334 |
|