Jackson Wealth Management’s Veeva Systems VEEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13,852	Closed	-$2.94M	–	121
2022 Q1	$2.94M	Sell	13,852 -1,980	-13%	-$430K	0.41%	61
2021 Q4	$4.04M	Buy	15,832 +218	+1%	+$63.4K	0.51%	57
2021 Q3	$83K	Buy	15,614 +51	+0.3%	+$16.2K	1.01%	29
2021 Q2	$4.84M	Buy	15,563 +1,173	+8%	+$327K	0.61%	44
2021 Q1	$3.76M	Buy	14,390 +1,324	+10%	+$369K	0.56%	50
2020 Q4	$3.56M	Buy	13,066 +1,257	+11%	+$352K	0.49%	53
2020 Q3	$3.32M	Buy	11,809 +1,951	+20%	+$514K	0.5%	52
2020 Q2	$2.31M	Buy	9,858 +706	+8%	+$140K	0.41%	58
2020 Q1	$1.81M	Sell	9,152 -2,949	-24%	-$432K	0.38%	56
2019 Q4	$1.76M	Buy	12,101 +645	+6%	+$94.8K	0.29%	89
2019 Q3	$1.72M	Buy	+11,456	New	+$1.84M	0.36%	74