Waddell & Reed Financial’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
Q2 | – | Sell |
-448,726
| Closed | -$36.3M | – | 579 |
|
2018
Q1 | $36.3M | Buy |
448,726
+89,740
| +25% | +$7.25M | 0.08% | 263 |
|
2017
Q4 | $24.8M | Buy |
358,986
+51,901
| +17% | +$3.59M | 0.06% | 306 |
|
2017
Q3 | $23M | Buy |
307,085
+21,685
| +8% | +$1.62M | 0.05% | 308 |
|
2017
Q2 | $17.5M | Buy |
285,400
+111,700
| +64% | +$6.84M | 0.04% | 355 |
|
2017
Q1 | $8.61M | Buy |
+173,700
| New | +$8.61M | 0.02% | 449 |
|
2014
Q1 | – | Sell |
-47,055
| Closed | -$3.24M | – | 588 |
|
2013
Q4 | $3.24M | Hold |
47,055
| – | – | 0.01% | 525 |
|
2013
Q3 | $3.35M | Sell |
47,055
-3,945
| -8% | -$281K | 0.01% | 511 |
|
2013
Q2 | $2.83M | Buy |
+51,000
| New | +$2.83M | 0.01% | 493 |
|