Lighthouse Financial Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.7M | Buy |
10,334
+1,180
| +13% | +$308K | 0.82% | 36 |
|
|
2020
Q4 | $2.49M | Buy |
9,154
+728
| +9% | +$198K | 0.84% | 43 |
|
|
2020
Q3 | $2.37M | Sell |
8,426
-8
| -0.1% | -$2.25K | 0.9% | 36 |
|
|
2020
Q2 | $1.96M | Buy |
8,434
+4,769
| +130% | +$1.11M | 0.83% | 42 |
|
|
2020
Q1 | $573K | Buy |
3,665
+3,423
| +1,414% | +$535K | 0.35% | 58 |
|
|
2019
Q4 | $34K | Buy |
+242
| New | +$34K | 0.02% | 142 |
|