Clear Perspective Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-273
| Closed | -$19K | – | 400 |
|
|
2018
Q2 | $19K | Hold |
273
| – | – | 0.01% | 319 |
|
|
2018
Q1 | $16K | Hold |
273
| – | – | 0.01% | 324 |
|
|
2017
Q4 | $17K | Hold |
273
| – | – | 0.01% | 303 |
|
|
2017
Q3 | $15K | Buy |
273
+225
| +469% | +$12.4K | 0.01% | 313 |
|
|
2017
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 441 |
|
|
2017
Q1 | $2K | Sell |
48
-200
| -81% | -$8.33K | ﹤0.01% | 390 |
|
|
2016
Q4 | $14K | Buy |
+248
| New | +$14K | 0.01% | 294 |
|