TCI Wealth Advisors’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 |
-77
| Closed | -$14.2K | – | 2156 |
|
|
2023
Q1 | $14.2K | Sell |
77
-48
| -38% | -$8.82K | ﹤0.01% | 884 |
|
|
2022
Q4 | $20.2K | Buy |
125
+36
| +40% | +$5.81K | ﹤0.01% | 703 |
|
|
2022
Q3 | $15K | Buy |
89
+1
| +1% | +$169 | ﹤0.01% | 811 |
|
|
2022
Q2 | $17K | Sell |
88
-92
| -51% | -$17.8K | ﹤0.01% | 718 |
|
|
2022
Q1 | $38K | Buy |
180
+75
| +71% | +$15.8K | 0.01% | 490 |
|
|
2021
Q4 | $27K | Buy |
105
+7
| +7% | +$1.8K | ﹤0.01% | 579 |
|
|
2021
Q3 | $28K | Buy |
98
+3
| +3% | +$857 | ﹤0.01% | 550 |
|
|
2021
Q2 | $30K | Sell |
95
-22
| -19% | -$6.95K | 0.01% | 494 |
|
|
2021
Q1 | $31K | Buy |
117
+41
| +54% | +$10.9K | 0.01% | 459 |
|
|
2020
Q4 | $21K | Hold |
76
| – | – | 0.01% | 466 |
|
|
2020
Q3 | $21K | Hold |
76
| – | – | 0.01% | 431 |
|
|
2020
Q2 | $18K | Sell |
76
-2
| -3% | -$474 | 0.01% | 460 |
|
|
2020
Q1 | $12K | Buy |
78
+5
| +7% | +$769 | 0.01% | 527 |
|
|
2019
Q4 | $10K | Buy |
73
+20
| +38% | +$2.74K | ﹤0.01% | 709 |
|
|
2019
Q3 | $8K | Hold |
53
| – | – | ﹤0.01% | 702 |
|
|
2019
Q2 | $9K | Hold |
53
| – | – | ﹤0.01% | 654 |
|
|
2019
Q1 | $7K | Hold |
53
| – | – | ﹤0.01% | 713 |
|
|
2018
Q4 | $5K | Sell |
53
-11
| -17% | -$1.04K | ﹤0.01% | 777 |
|
|
2018
Q3 | $7K | Sell |
64
-24
| -27% | -$2.63K | ﹤0.01% | 712 |
|
|
2018
Q2 | $7K | Buy |
88
+35
| +66% | +$2.78K | ﹤0.01% | 717 |
|
|
2018
Q1 | $4K | Hold |
53
| – | – | ﹤0.01% | 798 |
|
|
2017
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 942 |
|
|
2017
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 880 |
|
|
2017
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 917 |
|
|
2017
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 869 |
|
|
2016
Q4 | $2K | Sell |
53
-154
| -74% | -$5.81K | ﹤0.01% | 1057 |
|
|
2016
Q3 | $9K | Buy |
207
+188
| +989% | +$8.17K | ﹤0.01% | 611 |
|
|
2016
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 1170 |
|
|
2016
Q1 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1417 |
|