Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27
| Closed | -$5.34K | – | 569 |
|
|
2023
Q2 | $5.34K | Hold |
27
| – | – | ﹤0.01% | 467 |
|
|
2023
Q1 | $4.96K | Sell |
27
-61
| -69% | -$11.2K | ﹤0.01% | 474 |
|
|
2022
Q4 | $14.2K | Buy |
+88
| New | +$14.2K | ﹤0.01% | 431 |
|
|
2022
Q3 | – | Sell |
-520
| Closed | -$103K | – | 575 |
|
|
2022
Q2 | $103K | Buy |
+520
| New | +$103K | 0.01% | 256 |
|