Optimum Investment Advisors’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 |
-400
| Closed | -$66K | – | 1044 |
|
|
2019
Q2 | $66K | Hold |
400
| – | – | 0.02% | 454 |
|
|
2019
Q1 | $51K | Hold |
400
| – | – | 0.02% | 502 |
|
|
2018
Q4 | $48K | Sell |
400
-300
| -43% | -$36K | 0.02% | 485 |
|
|
2018
Q3 | $78K | Buy |
700
+300
| +75% | +$33.4K | 0.02% | 443 |
|
|
2018
Q2 | $39K | Hold |
400
| – | – | 0.01% | 584 |
|
|
2018
Q1 | $32K | Buy |
+400
| New | +$32K | 0.01% | 613 |
|
|
2015
Q1 | $130K | Buy |
1,400
+1,200
| +600% | +$111K | 0.04% | 345 |
|
|
2014
Q4 | $17K | Buy |
+200
| New | +$17K | 0.01% | 759 |
|