Thompson Davis & Co’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $22K | Hold |
200
| – | – | 0.05% | 314 |
|
|
2018
Q2 | $20K | Sell |
200
-125
| -38% | -$12.5K | 0.05% | 317 |
|
|
2018
Q1 | $26K | Buy |
+325
| New | +$26K | 0.07% | 261 |
|
|
2017
Q4 | – | Sell |
-1,250
| Closed | -$94K | – | 1196 |
|
|
2017
Q3 | $94K | Buy |
+1,250
| New | +$94K | 0.17% | 137 |
|
|
2016
Q1 | – | Sell |
-58
| Closed | -$5K | – | 1220 |
|
|
2015
Q4 | $5K | Hold |
58
| – | – | 0.01% | 846 |
|
|
2015
Q3 | $5K | Sell |
58
-942
| -94% | -$81.2K | 0.01% | 854 |
|
|
2015
Q2 | $115K | Hold |
1,000
| – | – | 0.13% | 176 |
|
|
2015
Q1 | $93K | Buy |
+1,000
| New | +$93K | 0.11% | 190 |
|