Atlas Private Wealth Management’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-622
| Closed | -$162K | – | 364 |
|
|
2021
Q1 | $162K | Sell |
622
-93
| -13% | -$24.2K | 0.1% | 126 |
|
|
2020
Q4 | $195K | Hold |
715
| – | – | 0.14% | 115 |
|
|
2020
Q3 | $201K | Hold |
715
| – | – | 0.16% | 107 |
|
|
2020
Q2 | $168K | Sell |
715
-100
| -12% | -$23.5K | 0.14% | 116 |
|
|
2020
Q1 | $127K | Sell |
815
-45
| -5% | -$7.01K | 0.12% | 132 |
|
|
2019
Q4 | $121K | Buy |
+860
| New | +$121K | 0.09% | 152 |
|