Wellington Shields Capital Management’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,000
| Closed | -$664K | – | 287 |
|
|
2019
Q2 | $664K | Buy |
4,000
+1,000
| +33% | +$131K | 0.11% | 153 |
|
|
2019
Q1 | $382K | Buy |
3,000
+500
| +20% | +$63.1K | 0.07% | 208 |
|
|
2018
Q4 | $300K | Hold |
2,500
| – | – | 0.06% | 220 |
|
|
2018
Q3 | $279K | Hold |
2,500
| – | – | 0.05% | 256 |
|
|
2018
Q2 | $244K | Sell |
2,500
-500
| -17% | -$45.9K | 0.04% | 271 |
|
|
2018
Q1 | $242K | Hold |
3,000
| – | – | 0.04% | 288 |
|
|
2017
Q4 | $208K | Hold |
3,000
| – | – | 0.03% | 312 |
|
|
2017
Q3 | $225K | Buy |
+3,000
| New | +$208K | 0.04% | 292 |
|
|
2015
Q3 | – | Sell |
-3,600
| Closed | -$415K | – | 347 |
|
|
2015
Q2 | $415K | Buy |
+3,600
| New | +$389K | 0.06% | 239 |
|