LWM
DATA
LBA Wealth Management’s Tableau Software, Inc. DATA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 369 |
|
|
2016
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 389 |
|
|
2016
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 366 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 368 |
|
|
2016
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 356 |
|
|
2015
Q4 | $9K | Hold |
100
| – | – | 0.01% | 303 |
|
|
2015
Q3 | $8K | Buy |
+100
| New | +$8K | 0.01% | 268 |
|