Castle Rock 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
Q4 | – | Sell |
-658
| Closed | -$211K | – | 275 |
|
|
2021
Q3 | $211K | Sell |
658
-8
| -1% | -$2.57K | 0.07% | 245 |
|
|
2021
Q2 | $213K | Sell |
666
-912
| -58% | -$292K | 0.08% | 237 |
|
|
2021
Q1 | $440K | Buy |
1,578
+91
| +6% | +$25.4K | 0.18% | 167 |
|
|
2020
Q4 | $429K | Buy |
1,487
+302
| +25% | +$87.1K | 0.18% | 165 |
|
|
2020
Q3 | $349K | Buy |
1,185
+67
| +6% | +$19.7K | 0.23% | 127 |
|
|
2020
Q2 | $300K | Buy |
+1,118
| New | +$300K | 0.18% | 156 |
|
|
2018
Q1 | – | Sell |
-5,425
| Closed | -$300K | – | 115 |
|
|
2017
Q4 | $300K | Buy |
+5,425
| New | +$300K | 0.58% | 67 |
|