Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-73
| Closed | -$9K | – | 2513 |
|
|
2019
Q1 | $9K | Sell |
73
-5
| -6% | -$616 | ﹤0.01% | 1599 |
|
|
2018
Q4 | $9K | Buy |
78
+5
| +7% | +$577 | ﹤0.01% | 1526 |
|
|
2018
Q3 | $8K | Hold |
73
| – | – | ﹤0.01% | 1631 |
|
|
2018
Q2 | $7K | Buy |
73
+18
| +33% | +$1.73K | ﹤0.01% | 1688 |
|
|
2018
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 1965 |
|
|
2017
Q4 | $4K | Buy |
55
+10
| +22% | +$727 | ﹤0.01% | 1948 |
|
|
2017
Q3 | $3K | Buy |
45
+19
| +73% | +$1.27K | ﹤0.01% | 1943 |
|
|
2017
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 2037 |
|
|
2017
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1889 |
|