Financial Architects (New Jersey)’s Veeva Systems VEEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-147	Closed	-$23K	–	920
2020 Q1	$23K	Sell	147 -23	-14%	-$3.37K	0.01%	489
2019 Q4	$24K	Hold	170	–	–	0.01%	547
2019 Q3	$26K	Hold	170	–	–	0.01%	550
2019 Q2	$28K	Sell	170 -1,178	-87%	-$172K	0.01%	633
2019 Q1	$171K	Buy	1,348 +185	+16%	+$20.9K	0.03%	331
2018 Q4	$104K	Buy	1,163 +763	+191%	+$69.7K	0.02%	393
2018 Q3	$44K	Buy	+400	New	+$36.3K	0.01%	672
2018 Q1	–	Sell	-81	Closed	-$4K	–	1620
2017 Q4	$4K	Sell	81 -140	-63%	-$8.24K	﹤0.01%	1345
2017 Q3	$12K	Sell	221 -509	-70%	-$30.9K	﹤0.01%	1086
2017 Q2	$45K	Buy	730 +680	+1,360%	+$39.3K	0.01%	712
2017 Q1	$3K	Hold	50	–	–	﹤0.01%	1403
2016 Q4	$2K	Hold	50	–	–	﹤0.01%	1305
2016 Q3	$2K	Sell	50 -100	-67%	-$3.88K	﹤0.01%	1357
2016 Q2	$5K	Buy	150 +100	+200%	+$2.97K	﹤0.01%	1136
2016 Q1	$1K	Buy	+50	New	+$1.23K	﹤0.01%	1142