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
-2,524
Closed -$419K – 327
2019
Q2 		$419K Sell
2,524
-137
-5% -$18K 0.09% 233
2019
Q1 		$339K Buy
+2,661
New +$336K 0.07% 258
2016
Q2 		– Sell
-6,700
Closed -$307K – 272
2016
Q1 		$307K Hold
6,700
– – 0.09% 181
2015
Q4 		$631K Sell
6,700
-10,500
-61% -$943K 0.19% 136
2015
Q3 		$1.37M Sell
17,200
-3,842
-18% -$399K 0.46% 67
2015
Q2 		$2.43M Buy
+21,042
New +$2.27M 0.66% 40

Other funds holding DATA

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return