JWM
Jupiter Wealth Management’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,550
| Closed | -$486K | – | 98 |
|
|
2021
Q3 | $486K | Hold |
1,550
| – | – | 0.23% | 66 |
|
|
2021
Q2 | $525K | Hold |
1,550
| – | – | 0.25% | 64 |
|
|
2021
Q1 | $437K | Buy |
1,550
+300
| +24% | +$84.6K | 0.22% | 61 |
|
|
2020
Q4 | $340K | Buy |
+1,250
| New | +$340K | 0.21% | 59 |
|