Heritage Wealth Management (Arizona)’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $430K | Buy |
2,664
+1,345
| +102% | +$217K | 0.06% | 239 |
|
|
2022
Q3 | $217K | Sell |
1,319
-15
| -1% | -$2.47K | 0.07% | 209 |
|
|
2022
Q2 | $264K | Sell |
1,334
-1
| -0.1% | -$198 | 0.09% | 176 |
|
|
2022
Q1 | $284K | Buy |
+1,335
| New | +$284K | 0.08% | 204 |
|
|
2021
Q3 | $380K | Sell |
1,319
-80
| -6% | -$23K | 0.14% | 119 |
|
|
2021
Q2 | $435K | Buy |
+1,399
| New | +$435K | 0.16% | 104 |
|