Jackson Wealth Management’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,852
| Closed | -$2.94M | – | 121 |
|
|
2022
Q1 | $2.94M | Sell |
13,852
-1,980
| -13% | -$421K | 0.41% | 61 |
|
|
2021
Q4 | $4.05M | Buy |
15,832
+218
| +1% | +$55.7K | 0.51% | 57 |
|
|
2021
Q3 | $83K | Buy |
15,614
+51
| +0.3% | +$271 | 1.01% | 29 |
|
|
2021
Q2 | $4.84M | Buy |
15,563
+1,173
| +8% | +$365K | 0.61% | 44 |
|
|
2021
Q1 | $3.76M | Buy |
14,390
+1,324
| +10% | +$346K | 0.56% | 50 |
|
|
2020
Q4 | $3.56M | Buy |
13,066
+1,257
| +11% | +$342K | 0.49% | 53 |
|
|
2020
Q3 | $3.32M | Buy |
11,809
+1,951
| +20% | +$549K | 0.5% | 52 |
|
|
2020
Q2 | $2.31M | Buy |
9,858
+706
| +8% | +$166K | 0.41% | 58 |
|
|
2020
Q1 | $1.81M | Sell |
9,152
-2,949
| -24% | -$583K | 0.38% | 56 |
|
|
2019
Q4 | $1.76M | Buy |
12,101
+645
| +6% | +$93.8K | 0.29% | 89 |
|
|
2019
Q3 | $1.72M | Buy |
+11,456
| New | +$1.72M | 0.36% | 74 |
|