V 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,681
| Closed | -$995K | – | 466 |
|
2022
Q1 | $995K | Sell |
4,681
-1,048
| -18% | -$223K | 0.16% | 152 |
|
2021
Q4 | $1.46M | Buy |
5,729
+238
| +4% | +$60.8K | 0.21% | 106 |
|
2021
Q3 | $1.58M | Buy |
5,491
+202
| +4% | +$58.2K | 0.24% | 95 |
|
2021
Q2 | $1.65M | Buy |
5,289
+44
| +0.8% | +$13.7K | 0.26% | 92 |
|
2021
Q1 | $1.37M | Buy |
+5,245
| New | +$1.37M | 0.25% | 101 |
|
2020
Q1 | – | Sell |
-1,417
| Closed | -$216K | – | 371 |
|
2019
Q4 | $216K | Hold |
1,417
| – | – | 0.08% | 255 |
|
2019
Q3 | $216K | Sell |
1,417
-14
| -1% | -$2.13K | 0.08% | 257 |
|
2019
Q2 | $236K | Buy |
+1,431
| New | +$236K | 0.09% | 231 |
|