R.H. Bluestein & Co’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-3,500
| Closed | -$330K | – | 318 |
|
2015
Q4 | $330K | Hold |
3,500
| – | – | 0.02% | 196 |
|
2015
Q3 | $279K | Hold |
3,500
| – | – | 0.02% | 241 |
|
2015
Q2 | $404K | Buy |
3,500
+1,000
| +40% | +$115K | 0.02% | 208 |
|
2015
Q1 | $231K | Buy |
+2,500
| New | +$231K | 0.01% | 302 |
|
2014
Q2 | – | Sell |
-4,750
| Closed | -$361K | – | 393 |
|
2014
Q1 | $361K | Buy |
+4,750
| New | +$361K | 0.02% | 238 |
|