Lake Street Private Wealth’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-700
| Closed | -$202K | – | 335 |
|
|
2021
Q3 | $202K | Sell |
700
-50
| -7% | -$14.4K | 0.05% | 216 |
|
|
2021
Q2 | $235K | Buy |
+750
| New | +$235K | 0.06% | 190 |
|
|
2019
Q4 | – | Sell |
-1,530
| Closed | -$234K | – | 167 |
|
|
2019
Q3 | $234K | Sell |
1,530
-150
| -9% | -$22.9K | 0.11% | 140 |
|
|
2019
Q2 | $272K | Sell |
1,680
-275
| -14% | -$44.5K | 0.16% | 103 |
|
|
2019
Q1 | $248K | Buy |
+1,955
| New | +$248K | 0.17% | 94 |
|