Loring Wolcott & Coolidge Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-265
| Closed | -$44K | – | 759 |
|
|
2019
Q2 | $44K | Hold |
265
| – | – | ﹤0.01% | 414 |
|
|
2019
Q1 | $34K | Hold |
265
| – | – | ﹤0.01% | 448 |
|
|
2018
Q4 | $32K | Hold |
265
| – | – | ﹤0.01% | 460 |
|
|
2018
Q3 | $30K | Hold |
265
| – | – | ﹤0.01% | 463 |
|
|
2018
Q2 | $26K | Hold |
265
| – | – | ﹤0.01% | 487 |
|
|
2018
Q1 | $21K | Hold |
265
| – | – | ﹤0.01% | 536 |
|
|
2017
Q4 | $18K | Hold |
265
| – | – | ﹤0.01% | 532 |
|
|
2017
Q3 | $20K | Hold |
265
| – | – | ﹤0.01% | 511 |
|
|
2017
Q2 | $17K | Hold |
265
| – | – | ﹤0.01% | 511 |
|
|
2017
Q1 | $13K | Hold |
265
| – | – | ﹤0.01% | 536 |
|
|
2016
Q4 | $11K | Hold |
265
| – | – | ﹤0.01% | 529 |
|
|
2016
Q3 | $15K | Hold |
265
| – | – | ﹤0.01% | 513 |
|
|
2016
Q2 | $13K | Hold |
265
| – | – | ﹤0.01% | 523 |
|
|
2016
Q1 | $12K | Hold |
265
| – | – | ﹤0.01% | 527 |
|
|
2015
Q4 | $25K | Hold |
265
| – | – | ﹤0.01% | 495 |
|
|
2015
Q3 | $31K | Hold |
265
| – | – | ﹤0.01% | 465 |
|
|
2015
Q2 | $31K | Hold |
265
| – | – | ﹤0.01% | 465 |
|
|
2015
Q1 | $25K | Hold |
265
| – | – | ﹤0.01% | 496 |
|
|
2014
Q4 | $22K | Buy |
+265
| New | +$22K | ﹤0.01% | 493 |
|