Optimum Investment Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-25
| Closed | -$5K | – | 870 |
|
|
2022
Q2 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 695 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$14K | – | 958 |
|
|
2019
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 727 |
|
|
2019
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 726 |
|
|
2019
Q2 | $16K | Sell |
100
-300
| -75% | -$48K | 0.01% | 716 |
|
|
2019
Q1 | $51K | Buy |
400
+300
| +300% | +$38.3K | 0.02% | 499 |
|
|
2018
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 777 |
|
|
2018
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 830 |
|
|
2018
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 879 |
|
|
2018
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 866 |
|