SSWM
DATA
Sheets Smith Wealth Management’s Tableau Software, Inc. DATA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,524
| Closed | -$419K | – | 327 |
|
|
2019
Q2 | $419K | Sell |
2,524
-137
| -5% | -$22.7K | 0.09% | 233 |
|
|
2019
Q1 | $339K | Buy |
+2,661
| New | +$339K | 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% | -$989K | 0.19% | 136 |
|
|
2015
Q3 | $1.37M | Sell |
17,200
-3,842
| -18% | -$306K | 0.46% | 67 |
|
|
2015
Q2 | $2.43M | Buy |
+21,042
| New | +$2.43M | 0.66% | 40 |
|