EWM
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Evercore Wealth Management’s Veeva Systems VEEV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-89
Closed -$5K 772
2017
Q4
$5K Hold
89
﹤0.01% 856
2017
Q3
$5K Sell
89
-42
-32% -$2.36K ﹤0.01% 847
2017
Q2
$8K Buy
+131
New +$8K ﹤0.01% 850