CLA (CliftonLarsonAllen) Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,055
| Closed | -$318K | – | 280 |
|
|
2021
Q3 | $318K | Buy |
4,055
+36
| +0.9% | +$2.82K | 0.01% | 265 |
|
|
2021
Q2 | $312K | Buy |
+4,019
| New | +$312K | 0.01% | 267 |
|
|
2017
Q4 | – | Sell |
-17,318
| Closed | -$934K | – | 140 |
|
|
2017
Q3 | $934K | Buy |
17,318
+393
| +2% | +$21.2K | 0.1% | 97 |
|
|
2017
Q2 | $852K | Buy |
16,925
+1,328
| +9% | +$66.9K | 0.1% | 97 |
|
|
2017
Q1 | $810K | Buy |
15,597
+1,000
| +7% | +$51.9K | 0.09% | 104 |
|
|
2016
Q4 | $808K | Buy |
14,597
+2,235
| +18% | +$124K | 0.09% | 100 |
|
|
2016
Q3 | $606K | Buy |
12,362
+535
| +5% | +$26.2K | 0.07% | 105 |
|
|
2016
Q2 | $600K | Buy |
+11,827
| New | +$600K | 0.09% | 95 |
|