AWM
Affinity Wealth Management’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,669
| Closed | -$1.34M | – | 96 |
|
|
2020
Q3 | $1.34M | Buy |
4,669
+697
| +18% | +$200K | 0.36% | 47 |
|
|
2020
Q2 | $1.05M | Buy |
+3,972
| New | +$1.05M | 1.33% | 29 |
|
|
2019
Q4 | – | Sell |
-9,783
| Closed | -$1.49M | – | 109 |
|
|
2019
Q3 | $1.49M | Sell |
9,783
-361
| -4% | -$55.1K | 0.6% | 29 |
|
|
2019
Q2 | $1.64M | Sell |
10,144
-21
| -0.2% | -$3.4K | 0.64% | 24 |
|
|
2019
Q1 | $1.29M | Buy |
10,165
+5,759
| +131% | +$731K | 0.51% | 28 |
|
|
2018
Q4 | $394K | Buy |
+4,406
| New | +$394K | 0.24% | 65 |
|