Stiles Financial Services’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,113
| Closed | -$205K | – | 196 |
|
2023
Q1 | $205K | Buy |
+1,113
| New | +$205K | 0.11% | 172 |
|
2022
Q3 | – | Sell |
-1,219
| Closed | -$241K | – | 185 |
|
2022
Q2 | $241K | Sell |
1,219
-35
| -3% | -$6.92K | 0.14% | 139 |
|
2022
Q1 | $266K | Hold |
1,254
| – | – | 0.13% | 148 |
|
2021
Q4 | $320K | Buy |
+1,254
| New | +$320K | 0.15% | 134 |
|