United Capital Financial Advisors’s TD Synnex SNX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-5,820
| Closed | -$281K | – | 1371 |
|
2018
Q2 | $281K | Sell |
5,820
-6,028
| -51% | -$291K | ﹤0.01% | 1104 |
|
2018
Q1 | $701K | Sell |
11,848
-4,236
| -26% | -$251K | 0.01% | 866 |
|
2017
Q4 | $1.09M | Sell |
16,084
-1,510
| -9% | -$103K | 0.01% | 758 |
|
2017
Q3 | $1.11M | Sell |
17,594
-3,344
| -16% | -$212K | 0.01% | 751 |
|
2017
Q2 | $1.26M | Sell |
20,938
-718
| -3% | -$43.1K | 0.01% | 704 |
|
2017
Q1 | $1.21M | Sell |
21,656
-18
| -0.1% | -$1.01K | 0.01% | 695 |
|
2016
Q4 | $1.31M | Sell |
21,674
-1,906
| -8% | -$115K | 0.01% | 667 |
|
2016
Q3 | $1.35M | Buy |
23,580
+258
| +1% | +$14.7K | 0.01% | 699 |
|
2016
Q2 | $1.11M | Buy |
23,322
+854
| +4% | +$40.6K | 0.01% | 709 |
|
2016
Q1 | $1.04M | Sell |
22,468
-1,216
| -5% | -$56.3K | 0.01% | 686 |
|
2015
Q4 | $1.07M | Buy |
+23,684
| New | +$1.07M | 0.01% | 679 |
|