Reilly 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
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1094 |
|
|
2021
Q3 | – | Sell |
-27
| Closed | -$8K | – | 1063 |
|
|
2021
Q2 | $8K | Buy |
+27
| New | +$8K | ﹤0.01% | 735 |
|
|
2020
Q3 | – | Sell |
-140
| Closed | -$33K | – | 938 |
|
|
2020
Q2 | $33K | Sell |
140
-4
| -3% | -$943 | ﹤0.01% | 369 |
|
|
2020
Q1 | $23K | Hold |
144
| – | – | ﹤0.01% | 403 |
|
|
2019
Q4 | $20K | Buy |
144
+4
| +3% | +$556 | ﹤0.01% | 508 |
|
|
2019
Q3 | $21K | Hold |
140
| – | – | ﹤0.01% | 498 |
|
|
2019
Q2 | $23K | Hold |
140
| – | – | ﹤0.01% | 503 |
|
|
2019
Q1 | $18K | Hold |
140
| – | – | ﹤0.01% | 556 |
|
|
2018
Q4 | $13K | Hold |
140
| – | – | ﹤0.01% | 596 |
|
|
2018
Q3 | $15K | Hold |
140
| – | – | ﹤0.01% | 616 |
|
|
2018
Q2 | $11K | Hold |
140
| – | – | ﹤0.01% | 651 |
|
|
2018
Q1 | $10K | Buy |
+140
| New | +$10K | ﹤0.01% | 654 |
|
|
2016
Q4 | – | Sell |
-300
| Closed | -$12K | – | 899 |
|
|
2016
Q3 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 498 |
|