Perigon Wealth Management’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-265
| Closed | -$21K | – | 672 |
|
|
2018
Q1 | $21K | Hold |
265
| – | – | 0.01% | 434 |
|
|
2017
Q4 | $18K | Hold |
265
| – | – | 0.01% | 427 |
|
|
2017
Q3 | $20K | Hold |
265
| – | – | 0.01% | 449 |
|
|
2017
Q2 | $16K | Hold |
265
| – | – | ﹤0.01% | 464 |
|
|
2017
Q1 | $13K | Hold |
265
| – | – | ﹤0.01% | 510 |
|
|
2016
Q4 | $14K | Hold |
265
| – | – | ﹤0.01% | 522 |
|
|
2016
Q3 | $15K | Hold |
265
| – | – | ﹤0.01% | 439 |
|
|
2016
Q2 | $13K | Sell |
265
-5,176
| -95% | -$254K | ﹤0.01% | 360 |
|
|
2016
Q1 | $34K | Hold |
5,441
| – | – | 0.01% | 211 |
|
|
2015
Q4 | $513K | Buy |
5,441
+1,925
| +55% | +$181K | 0.14% | 140 |
|
|
2015
Q3 | $281K | Hold |
3,516
| – | – | 0.08% | 178 |
|
|
2015
Q2 | $405K | Buy |
3,516
+79
| +2% | +$9.1K | 0.11% | 154 |
|
|
2015
Q1 | $318K | Buy |
+3,437
| New | +$318K | 0.09% | 181 |
|