Next Financial Group’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 |
-50
| Closed | -$8K | – | 2503 |
|
|
2019
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 1775 |
|
|
2019
Q1 | $6K | Sell |
50
-100
| -67% | -$12K | ﹤0.01% | 1240 |
|
|
2018
Q4 | $18K | Hold |
150
| – | – | ﹤0.01% | 1148 |
|
|
2018
Q3 | $17K | Buy |
+150
| New | +$17K | 0.01% | 845 |
|
|
2017
Q4 | – | Sell |
-200
| Closed | -$16K | – | 1644 |
|
|
2017
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 1058 |
|
|
2017
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 1271 |
|
|
2017
Q1 | $11K | Sell |
200
-50
| -20% | -$2.75K | ﹤0.01% | 1259 |
|
|
2016
Q4 | $11K | Hold |
250
| – | – | ﹤0.01% | 1629 |
|
|
2016
Q3 | $14K | Buy |
250
+50
| +25% | +$2.8K | ﹤0.01% | 1528 |
|
|
2016
Q2 | $9K | Sell |
200
-50
| -20% | -$2.25K | ﹤0.01% | 1249 |
|
|
2016
Q1 | $11K | Buy |
250
+6
| +2% | +$264 | ﹤0.01% | 1143 |
|
|
2015
Q4 | $22K | Hold |
244
| – | – | 0.01% | 894 |
|
|
2015
Q3 | $19K | Hold |
244
| – | – | 0.01% | 980 |
|
|
2015
Q2 | $28K | Hold |
244
| – | – | 0.01% | 875 |
|
|
2015
Q1 | $22K | Buy |
244
+100
| +69% | +$9.02K | 0.01% | 965 |
|
|
2014
Q4 | $12K | Buy |
144
+44
| +44% | +$3.67K | ﹤0.01% | 1187 |
|
|
2014
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 1953 |
|
|
2014
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 894 |
|