Compass Financial Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,099
| Closed | -$570K | – | 108 |
|
|
2023
Q1 | $570K | Sell |
3,099
-12
| -0.4% | -$2.21K | 0.72% | 49 |
|
|
2022
Q4 | $502K | Sell |
3,111
-120
| -4% | -$19.4K | 0.68% | 52 |
|
|
2022
Q3 | $533K | Sell |
3,231
-60
| -2% | -$9.9K | 0.79% | 42 |
|
|
2022
Q2 | $652K | Buy |
3,291
+5
| +0.2% | +$991 | 0.89% | 38 |
|
|
2022
Q1 | $698K | Buy |
3,286
+484
| +17% | +$103K | 0.77% | 41 |
|
|
2021
Q4 | $716K | Buy |
+2,802
| New | +$716K | 0.79% | 45 |
|