Partners Capital Investment 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 |
-53,867
| Closed | -$8.94M | – | 95 |
|
2019
Q2 | $8.94M | Buy |
53,867
+4,505
| +9% | +$748K | 0.89% | 30 |
|
2019
Q1 | $6.28M | Buy |
49,362
+5,453
| +12% | +$694K | 0.62% | 42 |
|
2018
Q4 | $5.27M | Sell |
43,909
-20,692
| -32% | -$2.48M | 0.63% | 31 |
|
2018
Q3 | $7.22M | Buy |
64,601
+8,342
| +15% | +$932K | 0.78% | 26 |
|
2018
Q2 | $5.5M | Buy |
56,259
+11,667
| +26% | +$1.14M | 0.71% | 26 |
|
2018
Q1 | $3.6M | Buy |
44,592
+31,561
| +242% | +$2.55M | 0.48% | 28 |
|
2017
Q4 | $902K | Buy |
+13,031
| New | +$902K | 0.15% | 56 |
|