LPL Financial’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 |
-3,868
| Closed | -$642K | – | 3408 |
|
|
2019
Q2 | $642K | Sell |
3,868
-7,093
| -65% | -$1.18M | ﹤0.01% | 2070 |
|
|
2019
Q1 | $1.4M | Sell |
10,961
-2,603
| -19% | -$331K | ﹤0.01% | 1423 |
|
|
2018
Q4 | $1.63M | Buy |
13,564
+547
| +4% | +$65.7K | ﹤0.01% | 1182 |
|
|
2018
Q3 | $1.46M | Buy |
13,017
+7,316
| +128% | +$818K | ﹤0.01% | 1387 |
|
|
2018
Q2 | $557K | Buy |
5,701
+3,147
| +123% | +$307K | ﹤0.01% | 2093 |
|
|
2018
Q1 | $206K | Buy |
+2,554
| New | +$206K | ﹤0.01% | 2926 |
|
|
2017
Q4 | – | Sell |
-3,586
| Closed | -$269K | – | 3075 |
|
|
2017
Q3 | $269K | Buy |
+3,586
| New | +$269K | ﹤0.01% | 2445 |
|
|
2016
Q2 | – | Sell |
-6,423
| Closed | -$291K | – | 3118 |
|
|
2016
Q1 | $291K | Sell |
6,423
-17,304
| -73% | -$784K | ﹤0.01% | 2538 |
|
|
2015
Q4 | $2.24M | Buy |
23,727
+10,606
| +81% | +$1M | 0.01% | 1099 |
|
|
2015
Q3 | $1.09M | Buy |
13,121
+11,391
| +658% | +$947K | 0.01% | 1187 |
|
|
2015
Q2 | $202K | Buy |
+1,730
| New | +$202K | ﹤0.01% | 2625 |
|
|
2015
Q1 | – | Sell |
-19,724
| Closed | -$1.67M | – | 2880 |
|
|
2014
Q4 | $1.67M | Sell |
19,724
-7,237
| -27% | -$613K | 0.01% | 995 |
|
|
2014
Q3 | $1.83M | Buy |
+26,961
| New | +$1.83M | 0.01% | 901 |
|