Stanford Investment Group’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-126,843
| Closed | -$5.35M | – | 349 |
|
|
2016
Q4 | $5.35M | Buy |
126,843
+28,818
| +29% | +$1.21M | 2.6% | 11 |
|
|
2016
Q3 | $5.42M | Sell |
98,025
-10,309
| -10% | -$570K | 2.55% | 9 |
|
|
2016
Q2 | $5.3M | Sell |
108,334
-7,845
| -7% | -$384K | 2.7% | 9 |
|
|
2016
Q1 | $5.33M | Buy |
116,179
+5,245
| +5% | +$241K | 3% | 9 |
|
|
2015
Q4 | $10.5M | Buy |
110,934
+105,084
| +1,796% | +$9.9M | 5.69% | 5 |
|
|
2015
Q3 | $467K | Hold |
5,850
| – | – | 0.34% | 24 |
|
|
2015
Q2 | $675K | Buy |
5,850
+2,604
| +80% | +$300K | 0.51% | 19 |
|
|
2015
Q1 | $300K | Hold |
3,246
| – | – | 0.24% | 34 |
|
|
2014
Q4 | $275K | Buy |
+3,246
| New | +$275K | 0.23% | 35 |
|