Advocacy Wealth Management Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-200
| Closed | -$10K | – | 251 |
|
|
2017
Q3 | $10K | Buy |
200
+100
| +100% | +$5K | ﹤0.01% | 197 |
|
|
2017
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 236 |
|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 260 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 244 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 328 |
|
|
2016
Q2 | $5K | Sell |
100
-100
| -50% | -$5K | ﹤0.01% | 351 |
|
|
2016
Q1 | $9K | Sell |
200
-525
| -72% | -$23.6K | 0.01% | 367 |
|
|
2015
Q4 | $30K | Buy |
+725
| New | +$30K | 0.03% | 221 |
|
|
2013
Q3 | $68K | Buy |
2,041
+1,644
| +414% | +$54.8K | 0.19% | 93 |
|
|
2013
Q2 | $14K | Buy |
+397
| New | +$14K | 0.06% | 166 |
|