Clarus Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,121
| Closed | -$79K | – | 498 |
|
|
2019
Q2 | $79K | Buy |
1,121
+463
| +70% | +$32.6K | 0.06% | 224 |
|
|
2019
Q1 | $44K | Sell |
658
-32
| -5% | -$2.14K | 0.03% | 315 |
|
|
2018
Q4 | $43K | Buy |
690
+4
| +0.6% | +$249 | 0.07% | 281 |
|
|
2018
Q3 | $50K | Buy |
+686
| New | +$50K | 0.03% | 298 |
|