Icon Wealth Partners’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$127K | – | 744 |
|
|
2019
Q1 | $127K | Buy |
+1,000
| New | +$127K | 0.05% | 198 |
|
|
2018
Q4 | – | Sell |
-1,186
| Closed | -$129K | – | 254 |
|
|
2018
Q3 | $129K | Buy |
1,186
+61
| +5% | +$6.64K | 0.05% | 225 |
|
|
2018
Q2 | $86K | Buy |
+1,125
| New | +$86K | 0.04% | 268 |
|
|
2018
Q1 | – | Sell |
-1,052
| Closed | -$58K | – | 711 |
|
|
2017
Q4 | $58K | Buy |
+1,052
| New | +$58K | 0.03% | 385 |
|