Aevitas Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $306K | Buy |
4,006
+3
| +0.1% | +$229 | 0.18% | 96 |
|
|
2022
Q3 | $283K | Buy |
4,003
+17
| +0.4% | +$1.2K | 0.21% | 92 |
|
|
2022
Q2 | $338K | Buy |
3,986
+16
| +0.4% | +$1.36K | 0.23% | 88 |
|
|
2022
Q1 | $324K | Buy |
3,970
+117
| +3% | +$9.55K | 0.2% | 95 |
|
|
2021
Q4 | $303K | Buy |
3,853
+17
| +0.4% | +$1.34K | 0.18% | 100 |
|
|
2021
Q3 | $301K | Buy |
3,836
+18
| +0.5% | +$1.41K | 0.19% | 103 |
|
|
2021
Q2 | $297K | Buy |
3,818
+16
| +0.4% | +$1.25K | 0.19% | 104 |
|
|
2021
Q1 | $299K | Buy |
3,802
+17
| +0.4% | +$1.34K | 0.21% | 95 |
|
|
2020
Q4 | $281K | Buy |
3,785
+20
| +0.5% | +$1.49K | 0.21% | 95 |
|
|
2020
Q3 | $234K | Buy |
3,765
+5
| +0.1% | +$311 | 0.19% | 96 |
|
|
2020
Q2 | $206K | Buy |
+3,760
| New | +$206K | 0.19% | 98 |
|
|
2020
Q1 | – | Sell |
-4,350
| Closed | -$372K | – | 104 |
|
|
2019
Q4 | $372K | Buy |
4,350
+3
| +0.1% | +$257 | 0.35% | 76 |
|
|
2019
Q3 | $345K | Buy |
4,347
+3
| +0.1% | +$238 | 0.35% | 76 |
|
|
2019
Q2 | $307K | Buy |
4,344
+4
| +0.1% | +$283 | 0.31% | 86 |
|
|
2019
Q1 | $289K | Buy |
4,340
+4
| +0.1% | +$266 | 0.26% | 89 |
|
|
2018
Q4 | $272K | Buy |
4,336
+3
| +0.1% | +$188 | 0.28% | 83 |
|
|
2018
Q3 | $317K | Sell |
4,333
-197
| -4% | -$14.4K | 0.29% | 84 |
|
|
2018
Q2 | $309K | Buy |
4,530
+4
| +0.1% | +$273 | 0.3% | 79 |
|
|
2018
Q1 | $271K | Sell |
4,526
-497
| -10% | -$29.8K | 0.27% | 87 |
|
|
2017
Q4 | $305K | Buy |
+5,023
| New | +$305K | 0.29% | 80 |
|