JP Morgan Private Wealth Advisors’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,115
| Closed | -$517K | – | 1514 |
|
|
2019
Q2 | $517K | Sell |
3,115
-199
| -6% | -$26.2K | ﹤0.01% | 972 |
|
|
2019
Q1 | $422K | Buy |
3,314
+140
| +4% | +$17.7K | ﹤0.01% | 1088 |
|
|
2018
Q4 | $381K | Hold |
3,174
| – | – | ﹤0.01% | 1064 |
|
|
2018
Q3 | $355K | Sell |
3,174
-160
| -5% | -$17.3K | ﹤0.01% | 1218 |
|
|
2018
Q2 | $326K | Sell |
3,334
-200
| -6% | -$18.3K | ﹤0.01% | 1176 |
|
|
2018
Q1 | $286K | Sell |
3,534
-790
| -18% | -$62.6K | ﹤0.01% | 1061 |
|
|
2017
Q4 | $299K | Sell |
4,324
-16
| -0.4% | -$1.18K | ﹤0.01% | 1060 |
|
|
2017
Q3 | $325K | Sell |
4,340
-10,311
| -70% | -$716K | ﹤0.01% | 995 |
|
|
2017
Q2 | $897K | Buy |
+14,651
| New | +$859K | 0.01% | 651 |
|
|
2016
Q4 | – | Sell |
-4,200
| Closed | -$232K | – | 1320 |
|
|
2016
Q3 | $232K | Buy |
+4,200
| New | +$231K | ﹤0.01% | 1090 |
|
|
2015
Q3 | – | Sell |
-2,064
| Closed | -$238K | – | 1175 |
|
|
2015
Q2 | $238K | Sell |
2,064
-497
| -19% | -$53.7K | ﹤0.01% | 925 |
|
|
2015
Q1 | $237K | Sell |
2,561
-923
| -26% | -$83.9K | ﹤0.01% | 977 |
|
|
2014
Q4 | $295K | Buy |
+3,484
| New | +$277K | ﹤0.01% | 882 |
|