B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $277 | Sell |
1,401
-110
| -7% | -$22 | ﹤0.01% | 554 |
|
|
2022
Q1 | $321K | Sell |
1,511
-319
| -17% | -$67.8K | 0.02% | 433 |
|
|
2021
Q4 | $468K | Sell |
1,830
-130
| -7% | -$33.2K | 0.03% | 373 |
|
|
2021
Q3 | $565K | Buy |
+1,960
| New | +$565K | 0.04% | 309 |
|
|
2020
Q3 | – | Sell |
-3,266
| Closed | -$766K | – | 528 |
|
|
2020
Q2 | $766K | Buy |
3,266
+1,287
| +65% | +$302K | 0.08% | 185 |
|
|
2020
Q1 | $309K | Buy |
+1,979
| New | +$309K | 0.03% | 350 |
|
|
2019
Q3 | – | Sell |
-1,601
| Closed | -$260 | – | 432 |
|
|
2019
Q2 | $260 | Buy |
+1,601
| New | +$260 | 0.04% | 312 |
|