CIA
Capital Impact Advisors’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,367
| Closed | -$221K | – | 236 |
|
|
2022
Q4 | $221K | Buy |
1,367
+72
| +6% | +$11.6K | 0.22% | 180 |
|
|
2022
Q3 | $214K | Sell |
1,295
-482
| -27% | -$79.7K | 0.21% | 174 |
|
|
2022
Q2 | $352K | Sell |
1,777
-1,591
| -47% | -$315K | 0.33% | 137 |
|
|
2022
Q1 | $716K | Buy |
+3,368
| New | +$716K | 0.52% | 87 |
|
|
2021
Q4 | – | Sell |
-12,622
| Closed | -$3.64M | – | 150 |
|
|
2021
Q3 | $3.64M | Hold |
12,622
| – | – | 1.44% | 12 |
|
|
2021
Q2 | $3.93M | Hold |
12,622
| – | – | 1.27% | 19 |
|
|
2021
Q1 | $3.3M | Buy |
12,622
+837
| +7% | +$219K | 1.15% | 35 |
|
|
2020
Q4 | $3.21M | Buy |
11,785
+3,500
| +42% | +$953K | 0.79% | 53 |
|
|
2020
Q3 | $2.33M | Hold |
8,285
| – | – | 0.69% | 68 |
|
|
2020
Q2 | $1.94M | Sell |
8,285
-19,044
| -70% | -$4.46M | 0.65% | 77 |
|
|
2020
Q1 | $4.27M | Buy |
27,329
+565
| +2% | +$88.3K | 1.79% | 9 |
|
|
2019
Q4 | $3.77M | Buy |
26,764
+1,524
| +6% | +$214K | 1.33% | 14 |
|
|
2019
Q3 | $3.78M | Sell |
25,240
-5,778
| -19% | -$864K | 1.44% | 10 |
|
|
2019
Q2 | $4.98M | Sell |
31,018
-7,227
| -19% | -$1.16M | 1.82% | 5 |
|
|
2019
Q1 | $3.35M | Hold |
38,245
| – | – | 1.48% | 8 |
|
|
2018
Q4 | $3.35M | Sell |
38,245
-4,279
| -10% | -$375K | 1.43% | 9 |
|
|
2018
Q3 | $4.54M | Buy |
42,524
+1,070
| +3% | +$114K | 1.56% | 8 |
|
|
2018
Q2 | $3.16M | Sell |
41,454
-3,151
| -7% | -$240K | 1.17% | 12 |
|
|
2018
Q1 | $3.26M | Buy |
44,605
+24,304
| +120% | +$1.77M | 1.34% | 9 |
|
|
2017
Q4 | $1.12M | Hold |
20,301
| – | – | 0.48% | 113 |
|
|
2017
Q3 | $1.15M | Buy |
20,301
+6,545
| +48% | +$369K | 0.51% | 120 |
|
|
2017
Q2 | $843K | Sell |
13,756
-5,270
| -28% | -$323K | 0.38% | 136 |
|
|
2017
Q1 | $976K | Buy |
+19,026
| New | +$976K | 0.39% | 136 |
|
|
2016
Q1 | – | Sell |
-26,428
| Closed | -$762K | – | 245 |
|
|
2015
Q4 | $762K | Hold |
26,428
| – | – | 0.36% | 122 |
|
|
2015
Q3 | $619K | Hold |
26,428
| – | – | 0.31% | 127 |
|
|
2015
Q2 | $741K | Hold |
26,428
| – | – | 0.34% | 125 |
|
|
2015
Q1 | $675K | Buy |
26,428
+22,610
| +592% | +$577K | 0.31% | 142 |
|
|
2014
Q4 | $101K | Hold |
3,818
| – | – | 0.05% | 204 |
|
|
2014
Q3 | $108 | Hold |
3,818
| – | – | ﹤0.01% | 207 |
|
|
2014
Q2 | $97K | Buy |
+3,818
| New | +$97K | 0.07% | 214 |
|