OFW
DATA

Omnia Family Wealth’s Tableau Software, Inc. DATA Stock Holding History

Omnia Family Wealth’s Portfolio DATA Stock Details DATA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-28
Closed -$4K – 593
2019
Q1 		$4K Hold
28
– – ﹤0.01% 364
2018
Q4 		$3K Hold
28
– – ﹤0.01% 374
2018
Q3 		$3K Hold
28
– – ﹤0.01% 409
2018
Q2 		$3K Hold
28
– – ﹤0.01% 387
2018
Q1 		$2K Hold
28
– – ﹤0.01% 513
2017
Q4 		$2K Sell
28
-63
-69% -$4.63K ﹤0.01% 535
2017
Q3 		$7K Hold
91
– – ﹤0.01% 315
2017
Q2 		$6K Hold
91
– – ﹤0.01% 372
2017
Q1 		$5K Buy
91
+28
+44% +$1.38K ﹤0.01% 415
2016
Q4 		$3K Buy
+63
New +$2.93K ﹤0.01% 555

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MCMC
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ACM
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KCM
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HCM
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Artisan Partners
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