Arete Wealth Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,384
| Closed | -$793K | – | 414 |
|
|
2020
Q2 | $793K | Sell |
3,384
-2,712
| -44% | -$636K | 0.14% | 172 |
|
|
2020
Q1 | $953K | Sell |
6,096
-568
| -9% | -$88.8K | 0.19% | 123 |
|
|
2019
Q4 | $937K | Sell |
6,664
-135
| -2% | -$19K | 0.16% | 143 |
|
|
2019
Q3 | $1.04M | Sell |
6,799
-55
| -0.8% | -$8.4K | 0.2% | 126 |
|
|
2019
Q2 | $1.11M | Sell |
6,854
-2,057
| -23% | -$333K | 0.22% | 118 |
|
|
2019
Q1 | $1.13M | Sell |
8,911
-1,143
| -11% | -$145K | 0.24% | 109 |
|
|
2018
Q4 | $898K | Sell |
10,054
-585
| -5% | -$52.3K | 0.22% | 115 |
|
|
2018
Q3 | $1.16M | Sell |
10,639
-5,506
| -34% | -$599K | 0.26% | 89 |
|
|
2018
Q2 | $1.24M | Buy |
16,145
+87
| +0.5% | +$6.69K | 0.3% | 82 |
|
|
2018
Q1 | $1.17M | Hold |
16,058
| – | – | 0.39% | 57 |
|
|
2017
Q4 | $888K | Buy |
+16,058
| New | +$888K | 0.29% | 97 |
|