Equitable Trust’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 |
-1,333
| Closed | -$220K | – | 419 |
|
|
2022
Q3 | $220K | Buy |
1,333
+80
| +6% | +$13.2K | 0.02% | 356 |
|
|
2022
Q2 | $248K | Sell |
1,253
-1,347
| -52% | -$267K | 0.02% | 346 |
|
|
2022
Q1 | $552K | Buy |
2,600
+456
| +21% | +$96.8K | 0.04% | 238 |
|
|
2021
Q4 | $548K | Sell |
2,144
-298
| -12% | -$76.2K | 0.03% | 239 |
|
|
2021
Q3 | $704K | Sell |
2,442
-177
| -7% | -$51K | 0.04% | 204 |
|
|
2021
Q2 | $814K | Sell |
2,619
-197
| -7% | -$61.2K | 0.05% | 201 |
|
|
2021
Q1 | $735K | Sell |
2,816
-681
| -19% | -$178K | 0.05% | 203 |
|
|
2020
Q4 | $952K | Buy |
3,497
+65
| +2% | +$17.7K | 0.07% | 184 |
|
|
2020
Q3 | $965K | Sell |
3,432
-63
| -2% | -$17.7K | 0.08% | 172 |
|
|
2020
Q2 | $820K | Buy |
3,495
+193
| +6% | +$45.3K | 0.08% | 172 |
|
|
2020
Q1 | $516K | Buy |
+3,302
| New | +$516K | 0.06% | 202 |
|