CWP
CFM Wealth Partners’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,102
| Closed | -$317K | – | 190 |
|
|
2021
Q3 | $317K | Hold |
1,102
| – | – | 0.08% | 141 |
|
|
2021
Q2 | $343K | Buy |
1,102
+1
| +0.1% | +$311 | 0.09% | 125 |
|
|
2021
Q1 | $288K | Sell |
1,101
-87
| -7% | -$22.8K | 0.09% | 131 |
|
|
2020
Q4 | $323K | Sell |
1,188
-24
| -2% | -$6.53K | 0.1% | 112 |
|
|
2020
Q3 | $340K | Hold |
1,212
| – | – | 0.12% | 102 |
|
|
2020
Q2 | $284K | Sell |
1,212
-81
| -6% | -$19K | 0.11% | 114 |
|
|
2020
Q1 | $202K | Hold |
1,293
| – | – | 0.09% | 126 |
|
|
2019
Q4 | $190K | Buy |
+1,293
| New | +$190K | 0.07% | 149 |
|