Mascoma Wealth Management’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-65
| Closed | -$5K | – | 390 |
|
|
2017
Q4 | $5K | Sell |
65
-255
| -80% | -$19.6K | ﹤0.01% | 307 |
|
|
2017
Q3 | $24K | Hold |
320
| – | – | 0.02% | 212 |
|
|
2017
Q2 | $20K | Hold |
320
| – | – | 0.01% | 240 |
|
|
2017
Q1 | $16K | Hold |
320
| – | – | 0.01% | 235 |
|
|
2016
Q4 | $13K | Buy |
+320
| New | +$13K | 0.01% | 250 |
|