Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-40,355
| Closed | -$67.8K | – | 206 |
|
|
2019
Q2 | $67.8K | Buy |
40,355
+1,000
| +3% | +$1.68K | 1.31% | 24 |
|
|
2019
Q1 | $5.01M | Buy |
39,355
+1,000
| +3% | +$127K | 0.95% | 36 |
|
|
2018
Q4 | $4.79M | Buy |
38,355
+1,000
| +3% | +$125K | 1.03% | 17 |
|
|
2018
Q3 | $4.17M | Buy |
37,355
+255
| +0.7% | +$28.5K | 0.89% | 29 |
|
|
2018
Q2 | $3.63M | Buy |
37,100
+949
| +3% | +$92.8K | 0.83% | 31 |
|
|
2018
Q1 | $2.92M | Buy |
36,151
+951
| +3% | +$76.9K | 0.77% | 30 |
|
|
2017
Q4 | $2.44M | Sell |
35,200
-2,022
| -5% | -$140K | 0.59% | 47 |
|
|
2017
Q3 | $2.79M | Buy |
37,222
+3,000
| +9% | +$225K | 0.66% | 40 |
|
|
2017
Q2 | $2.1M | Buy |
34,222
+3,000
| +10% | +$184K | 0.58% | 46 |
|
|
2017
Q1 | $1.55M | Buy |
+31,222
| New | +$1.55M | 0.38% | 60 |
|