YorkBridge Wealth Partners’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 |
-50
| Closed | -$8K | – | 755 |
|
|
2019
Q2 | $8K | Sell |
50
-150
| -75% | -$24K | ﹤0.01% | 616 |
|
|
2019
Q1 | $25K | Hold |
200
| – | – | 0.01% | 438 |
|
|
2018
Q4 | $24K | Hold |
200
| – | – | 0.01% | 421 |
|
|
2018
Q3 | $22K | Hold |
200
| – | – | 0.01% | 507 |
|
|
2018
Q2 | $20K | Hold |
200
| – | – | 0.01% | 541 |
|
|
2018
Q1 | $16K | Hold |
200
| – | – | 0.01% | 578 |
|
|
2017
Q4 | $16K | Hold |
200
| – | – | 0.01% | 587 |
|
|
2017
Q3 | $15K | Hold |
200
| – | – | 0.01% | 594 |
|
|
2017
Q2 | $12K | Hold |
200
| – | – | 0.01% | 609 |
|
|
2017
Q1 | $11K | Hold |
200
| – | – | 0.01% | 614 |
|
|
2016
Q4 | $9K | Buy |
+200
| New | +$9K | 0.01% | 623 |
|