Family Management’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-648
| Closed | -$201K | – | 202 |
|
|
2021
Q2 | $201K | Buy |
+648
| New | +$201K | 0.05% | 174 |
|
|
2021
Q1 | – | Sell |
-10,743
| Closed | -$2.93M | – | 183 |
|
|
2020
Q4 | $2.93M | Buy |
10,743
+1,099
| +11% | +$299K | 1% | 39 |
|
|
2020
Q3 | $2.71M | Buy |
+9,644
| New | +$2.71M | 1.19% | 29 |
|