SSWM
DATA

Sheets Smith Wealth Management’s Tableau Software, Inc. DATA Stock Holding History

Sheets Smith Wealth Management’s Portfolio DATA Stock Details DATA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
2019
Q2 		$419K Sell
2019
Q1 		$339K Buy
2016
Q2 		– Sell
2016
Q1 		$307K Hold
2015
Q4 		$631K Sell
2015
Q3 		$1.37M Sell
2015
Q2 		$2.43M Buy