Winfield Associates’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
Q1 | – | Sell |
-15
| Closed | -$2K | – | 769 |
|
|
2017
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 714 |
|
|
2017
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 761 |
|
|
2017
Q2 | $1K | Sell |
15
-2,265
| -99% | -$151K | ﹤0.01% | 844 |
|
|
2017
Q1 | $113K | Buy |
2,280
+15
| +0.7% | +$743 | 0.06% | 142 |
|
|
2016
Q4 | $95K | Sell |
2,265
-1,535
| -40% | -$64.4K | 0.06% | 147 |
|
|
2016
Q3 | $210K | Buy |
3,800
+380
| +11% | +$21K | 0.13% | 111 |
|
|
2016
Q2 | $168K | Buy |
3,420
+165
| +5% | +$8.11K | 0.11% | 119 |
|
|
2016
Q1 | $149K | Sell |
3,255
-1,250
| -28% | -$57.2K | 0.1% | 114 |
|
|
2015
Q4 | $424K | Hold |
4,505
| – | – | 0.28% | 72 |
|
|
2015
Q3 | $359K | Buy |
4,505
+470
| +12% | +$37.5K | 0.27% | 80 |
|
|
2015
Q2 | $465K | Buy |
4,035
+550
| +16% | +$63.4K | 0.32% | 73 |
|
|
2015
Q1 | $322K | Sell |
3,485
-205
| -6% | -$18.9K | 0.23% | 86 |
|
|
2014
Q4 | $313K | Sell |
3,690
-25
| -0.7% | -$2.12K | 0.23% | 92 |
|
|
2014
Q3 | $270K | Hold |
3,715
| – | – | 0.2% | 103 |
|
|
2014
Q2 | $264K | Buy |
3,715
+40
| +1% | +$2.84K | 0.19% | 104 |
|
|
2014
Q1 | $280K | Buy |
3,675
+1,175
| +47% | +$89.5K | 0.23% | 94 |
|
|
2013
Q4 | $172K | Buy |
+2,500
| New | +$172K | 0.14% | 124 |
|