Omnia Family Wealth’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
Q2 | – | Sell |
-28
| Closed | -$4K | – | 592 |
|
|
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% | -$4.5K | ﹤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% | +$1.54K | ﹤0.01% | 415 |
|
|
2016
Q4 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 555 |
|