Northwestern Mutual Wealth Management’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-210
| Closed | -$35K | – | 2811 |
|
|
2019
Q2 | $35K | Buy |
210
+100
| +91% | +$13.1K | ﹤0.01% | 1531 |
|
|
2019
Q1 | $14K | Buy |
+110
| New | +$13.9K | ﹤0.01% | 1861 |
|
|
2018
Q3 | – | Sell |
-14
| Closed | -$1K | – | 2736 |
|
|
2018
Q2 | $1K | Sell |
14
-346
| -96% | -$31.7K | ﹤0.01% | 2321 |
|
|
2018
Q1 | $29K | Hold |
360
| – | – | ﹤0.01% | 1402 |
|
|
2017
Q4 | $25K | Buy |
+360
| New | +$26.5K | ﹤0.01% | 1440 |
|
|
2017
Q2 | – | Sell |
-16
| Closed | -$1K | – | 2230 |
|
|
2017
Q1 | $1K | Sell |
16
-200
| -93% | -$9.89K | ﹤0.01% | 1960 |
|
|
2016
Q4 | $9K | Buy |
+216
| New | +$10.1K | ﹤0.01% | 1670 |
|
|
2016
Q3 | – | Sell |
-216
| Closed | -$11K | – | 1795 |
|
|
2016
Q2 | $11K | Sell |
216
-17
| -7% | -$852 | ﹤0.01% | 1355 |
|
|
2016
Q1 | $11K | Buy |
+233
| New | +$13.5K | ﹤0.01% | 1418 |
|
|
2015
Q4 | – | Sell |
-7
| Closed | -$1K | – | 1949 |
|
|
2015
Q3 | $1K | Buy |
+7
| New | +$726 | ﹤0.01% | 1620 |
|
|
2014
Q1 | – | Sell |
-532
| Closed | -$37K | – | 1519 |
|
|
2013
Q4 | $37K | Buy |
532
+513
| +2,700% | +$33.6K | ﹤0.01% | 657 |
|
|
2013
Q3 | $1K | Buy |
+19
| New | +$1.22K | ﹤0.01% | 1307 |
|