FTDI
First Trust Direct Indexing’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,424
| Closed | -$509K | – | 886 |
|
|
2024
Q3 | $509K | Buy |
2,424
+941
| +63% | +$197K | 0.03% | 541 |
|
|
2024
Q2 | $271K | Buy |
1,483
+80
| +6% | +$14.6K | 0.02% | 699 |
|
|
2024
Q1 | $325K | Buy |
1,403
+224
| +19% | +$51.9K | 0.02% | 589 |
|
|
2023
Q4 | $227K | Sell |
1,179
-185
| -14% | -$35.6K | 0.02% | 670 |
|
|
2023
Q3 | $278K | Buy |
1,364
+174
| +15% | +$35.4K | 0.03% | 543 |
|
|
2023
Q2 | $235K | Buy |
1,190
+14
| +1% | +$2.77K | 0.03% | 612 |
|
|
2023
Q1 | $216K | Sell |
1,176
-203
| -15% | -$37.3K | 0.03% | 635 |
|
|
2022
Q4 | $223K | Buy |
+1,379
| New | +$223K | 0.03% | 594 |
|
|
2022
Q3 | – | Sell |
-1,429
| Closed | -$283K | – | 672 |
|
|
2022
Q2 | $283K | Buy |
+1,429
| New | +$283K | 0.04% | 487 |
|
|
2021
Q4 | – | Sell |
-819
| Closed | -$236K | – | 688 |
|
|
2021
Q3 | $236K | Sell |
819
-12
| -1% | -$3.46K | 0.03% | 548 |
|
|
2021
Q2 | $258K | Buy |
+831
| New | +$258K | 0.04% | 497 |
|
|
2021
Q1 | – | Sell |
-626
| Closed | -$170K | – | 973 |
|
|
2020
Q4 | $170K | Buy |
+626
| New | +$170K | 0.05% | 379 |
|