WR Wealth Planners’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.84K | Sell |
23
-18
| -44% | -$3.79K | ﹤0.01% | 710 |
|
|
2024
Q3 | $8.61K | Buy |
41
+2
| +5% | +$420 | ﹤0.01% | 658 |
|
|
2024
Q2 | $7.14K | Buy |
39
+4
| +11% | +$732 | ﹤0.01% | 655 |
|
|
2024
Q1 | $8.11K | Buy |
+35
| New | +$8.11K | ﹤0.01% | 636 |
|
|
2023
Q4 | – | Sell |
-40
| Closed | -$8.14K | – | 832 |
|
|
2023
Q3 | $8.14K | Hold |
40
| – | – | ﹤0.01% | 609 |
|
|
2023
Q2 | $7.91K | Buy |
+40
| New | +$7.91K | ﹤0.01% | 615 |
|