Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,600
| Closed | -$418K | – | 414 |
|
|
2021
Q1 | $418K | Hold |
1,600
| – | – | 0.18% | 70 |
|
|
2020
Q4 | $436K | Buy |
+1,600
| New | +$436K | 0.22% | 58 |
|
|
2019
Q3 | $244K | Buy |
1,600
+100
| +7% | +$15.3K | 0.15% | 67 |
|
|
2019
Q2 | $243K | Hold |
1,500
| – | – | 0.15% | 68 |
|
|
2019
Q1 | $190K | Hold |
1,500
| – | – | 0.13% | 71 |
|
|
2018
Q4 | $134K | Hold |
1,500
| – | – | 0.1% | 85 |
|
|
2018
Q3 | $163K | Hold |
1,500
| – | – | 0.11% | 89 |
|
|
2018
Q2 | $115K | Hold |
1,500
| – | – | 0.08% | 101 |
|
|
2018
Q1 | $110K | Hold |
1,500
| – | – | 0.07% | 105 |
|
|
2017
Q4 | $90K | Hold |
1,500
| – | – | 0.06% | 118 |
|
|
2017
Q3 | $85K | Hold |
1,500
| – | – | 0.06% | 123 |
|
|
2017
Q2 | $92K | Hold |
1,500
| – | – | 0.06% | 119 |
|
|
2017
Q1 | $77K | Hold |
1,500
| – | – | 0.06% | 122 |
|
|
2016
Q4 | $61K | Buy |
+1,500
| New | +$61K | 0.04% | 131 |
|