Winslow Evans & Crocker’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
Q3 | – | Sell |
-76
| Closed | -$14K | – | 1188 |
|
|
2019
Q2 | $14K | Hold |
76
| – | – | ﹤0.01% | 756 |
|
|
2019
Q1 | $10K | Hold |
76
| – | – | ﹤0.01% | 841 |
|
|
2018
Q4 | $10K | Buy |
76
+40
| +111% | +$5.26K | ﹤0.01% | 790 |
|
|
2018
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 999 |
|
|
2018
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 1007 |
|
|
2018
Q1 | $2.83K | Buy |
36
+20
| +125% | +$1.57K | ﹤0.01% | 978 |
|
|
2017
Q4 | $1.04K | Buy |
+16
| New | +$1.04K | ﹤0.01% | 1066 |
|
|
2014
Q1 | – | Sell |
-70
| Closed | -$5K | – | 1428 |
|
|
2013
Q4 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 1153 |
|