Jackson Grant Investment Advisers’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-132
| Closed | -$24.3K | – | 469 |
|
|
2023
Q1 | $24.3K | Hold |
132
| – | – | 0.01% | 244 |
|
|
2022
Q4 | $21.3K | Hold |
132
| – | – | 0.01% | 247 |
|
|
2022
Q3 | $22K | Hold |
132
| – | – | 0.01% | 251 |
|
|
2022
Q2 | $26K | Hold |
132
| – | – | 0.01% | 246 |
|
|
2022
Q1 | $28K | Buy |
+132
| New | +$28K | 0.01% | 257 |
|
|
2021
Q4 | – | Sell |
-132
| Closed | -$38K | – | 321 |
|
|
2021
Q3 | $38K | Hold |
132
| – | – | 0.02% | 229 |
|
|
2021
Q2 | $41K | Hold |
132
| – | – | 0.02% | 224 |
|
|
2021
Q1 | $34K | Hold |
132
| – | – | 0.02% | 237 |
|
|
2020
Q4 | $36K | Buy |
+132
| New | +$36K | 0.02% | 209 |
|