SSWM
Sheets Smith Wealth Management’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,051
| Closed | -$831K | – | 350 |
|
|
2020
Q4 | $831K | Buy |
3,051
+60
| +2% | +$16.3K | 0.13% | 150 |
|
|
2020
Q3 | $841K | Buy |
+2,991
| New | +$841K | 0.15% | 131 |
|
|
2020
Q2 | – | Sell |
-7,274
| Closed | -$1.14M | – | 289 |
|
|
2020
Q1 | $1.14M | Sell |
7,274
-337
| -4% | -$52.7K | 0.24% | 101 |
|
|
2019
Q4 | $1.06M | Sell |
7,611
-237
| -3% | -$33.1K | 0.2% | 119 |
|
|
2019
Q3 | $1.2M | Buy |
7,848
+132
| +2% | +$20.2K | 0.25% | 105 |
|
|
2019
Q2 | $1.25M | Sell |
7,716
-97
| -1% | -$15.7K | 0.26% | 101 |
|
|
2019
Q1 | $991K | Buy |
7,813
+3,496
| +81% | +$443K | 0.21% | 125 |
|
|
2018
Q4 | $386K | Buy |
4,317
+43
| +1% | +$3.85K | 0.1% | 187 |
|
|
2018
Q3 | $465K | Buy |
+4,274
| New | +$465K | 0.1% | 227 |
|