Advisor Partners II’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $802K | Sell |
12,147
-572
| -4% | -$37.8K | 0.03% | 555 |
|
2023
Q2 | $944K | Sell |
12,719
-4,121
| -24% | -$306K | 0.04% | 403 |
|
2023
Q1 | $1.3M | Buy |
16,840
+3,433
| +26% | +$265K | 0.07% | 286 |
|
2022
Q4 | $1.02M | Buy |
13,407
+881
| +7% | +$67.4K | 0.06% | 314 |
|
2022
Q3 | $886K | Buy |
+12,526
| New | +$886K | 0.07% | 299 |
|