Steward Partners Investment Advisory’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-450
| Closed | -$74K | – | 2872 |
|
|
2019
Q2 | $74K | Buy |
+450
| New | +$74K | ﹤0.01% | 1187 |
|
|
2018
Q4 | – | Sell |
-183
| Closed | -$20K | – | 2528 |
|
|
2018
Q3 | $20K | Sell |
183
-800
| -81% | -$87.4K | ﹤0.01% | 1566 |
|
|
2018
Q2 | $96K | Buy |
983
+30
| +3% | +$2.93K | 0.01% | 867 |
|
|
2018
Q1 | $77K | Sell |
953
-533
| -36% | -$43.1K | 0.01% | 852 |
|
|
2017
Q4 | $102K | Buy |
1,486
+1,333
| +871% | +$91.5K | 0.01% | 635 |
|
|
2017
Q3 | $11K | Sell |
153
-457
| -75% | -$32.9K | ﹤0.01% | 1100 |
|
|
2017
Q2 | $37K | Buy |
+610
| New | +$37K | ﹤0.01% | 702 |
|