IIM
DATA
Ironwood Investment Management’s Tableau Software, Inc. DATA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,078
| Closed | -$352K | – | 159 |
|
|
2019
Q3 | $352K | Sell |
2,078
-13,074
| -86% | -$2.21M | 0.26% | 117 |
|
|
2019
Q2 | $2.52M | Sell |
15,152
-105
| -0.7% | -$17.4K | 1.97% | 6 |
|
|
2019
Q1 | $1.94M | Sell |
15,257
-327
| -2% | -$41.6K | 1.58% | 12 |
|
|
2018
Q4 | $1.87M | Sell |
15,584
-164
| -1% | -$19.7K | 1.73% | 7 |
|
|
2018
Q3 | $1.76M | Hold |
15,748
| – | – | 1.23% | 19 |
|
|
2018
Q2 | $1.54M | Sell |
15,748
-39
| -0.2% | -$3.81K | 1.09% | 24 |
|
|
2018
Q1 | $1.28M | Sell |
15,787
-107
| -0.7% | -$8.65K | 0.93% | 33 |
|
|
2017
Q4 | $1.1M | Sell |
15,894
-47
| -0.3% | -$3.25K | 0.79% | 38 |
|
|
2017
Q3 | $1.19M | Sell |
15,941
-2
| -0% | -$150 | 0.84% | 38 |
|
|
2017
Q2 | $977K | Sell |
15,943
-596
| -4% | -$36.5K | 0.71% | 45 |
|
|
2017
Q1 | $820K | Sell |
16,539
-510
| -3% | -$25.3K | 0.61% | 61 |
|
|
2016
Q4 | $719K | Buy |
17,049
+12,190
| +251% | +$514K | 0.52% | 80 |
|
|
2016
Q3 | $269K | Sell |
4,859
-1,122
| -19% | -$62.1K | 0.21% | 143 |
|
|
2016
Q2 | $293K | Sell |
5,981
-2,369
| -28% | -$116K | 0.22% | 132 |
|
|
2016
Q1 | $383K | Buy |
+8,350
| New | +$383K | 0.25% | 123 |
|