Caliber Wealth Management (Utah)’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,249
| Closed | -$206K | – | 99 |
|
|
2022
Q3 | $206K | Hold |
1,249
| – | – | 0.16% | 64 |
|
|
2022
Q2 | $247K | Hold |
1,249
| – | – | 0.19% | 60 |
|
|
2022
Q1 | $265K | Sell |
1,249
-67
| -5% | -$14.2K | 0.17% | 59 |
|
|
2021
Q4 | $295K | Sell |
1,316
-3,811
| -74% | -$854K | 0.2% | 63 |
|
|
2021
Q3 | $1.59M | Buy |
5,127
+428
| +9% | +$133K | 1.12% | 45 |
|
|
2021
Q2 | $1.46M | Buy |
4,699
+267
| +6% | +$83K | 1.03% | 38 |
|
|
2021
Q1 | $1.16M | Buy |
4,432
+3,190
| +257% | +$833K | 0.84% | 44 |
|
|
2020
Q4 | $338K | Buy |
+1,242
| New | +$338K | 0.33% | 62 |
|