Exencial Wealth Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,066
| Closed | -$226K | – | 455 |
|
|
2022
Q1 | $226K | Sell |
1,066
-1,945
| -65% | -$412K | 0.01% | 405 |
|
|
2021
Q4 | $769K | Buy |
3,011
+174
| +6% | +$44.4K | 0.04% | 252 |
|
|
2021
Q3 | $818K | Sell |
2,837
-1,277
| -31% | -$368K | 0.04% | 205 |
|
|
2021
Q2 | $1.28M | Buy |
4,114
+377
| +10% | +$117K | 0.07% | 215 |
|
|
2021
Q1 | $976K | Buy |
3,737
+1,429
| +62% | +$373K | 0.06% | 219 |
|
|
2020
Q4 | $628K | Buy |
2,308
+973
| +73% | +$265K | 0.04% | 226 |
|
|
2020
Q3 | $375K | Buy |
+1,335
| New | +$375K | 0.02% | 280 |
|