Strategic Wealth Partners’s Veeva Systems VEEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,543
Closed -$420K 213
2020
Q4
$420K Buy
1,543
+528
+52% +$144K 0.18% 127
2020
Q3
$285K Buy
+1,015
New +$285K 0.14% 127