Wealthspire Advisors (Maryland)’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-526
| Closed | -$67K | – | 2016 |
|
|
2019
Q1 | $67K | Sell |
526
-424
| -45% | -$54K | 0.01% | 787 |
|
|
2018
Q4 | $85K | Sell |
950
-51
| -5% | -$4.56K | 0.01% | 660 |
|
|
2018
Q3 | $109K | Buy |
1,001
+87
| +10% | +$9.47K | 0.01% | 650 |
|
|
2018
Q2 | $70K | Sell |
914
-41
| -4% | -$3.14K | 0.01% | 847 |
|
|
2018
Q1 | $70K | Buy |
955
+33
| +4% | +$2.42K | 0.01% | 862 |
|
|
2017
Q4 | $51K | Buy |
922
+77
| +9% | +$4.26K | 0.01% | 1004 |
|
|
2017
Q3 | $48K | Buy |
845
+59
| +8% | +$3.35K | 0.01% | 1000 |
|
|
2017
Q2 | $48K | Buy |
786
+81
| +11% | +$4.95K | 0.01% | 963 |
|
|
2017
Q1 | $36K | Buy |
705
+17
| +2% | +$868 | 0.01% | 904 |
|
|
2016
Q4 | $28K | Sell |
688
-101
| -13% | -$4.11K | ﹤0.01% | 931 |
|
|
2016
Q3 | $33K | Sell |
789
-76
| -9% | -$3.18K | 0.01% | 899 |
|
|
2016
Q2 | $30K | Buy |
865
+20
| +2% | +$694 | 0.01% | 871 |
|
|
2016
Q1 | $21K | Sell |
845
-58
| -6% | -$1.44K | ﹤0.01% | 965 |
|
|
2015
Q4 | $26K | Buy |
+903
| New | +$26K | ﹤0.01% | 897 |
|