AWM
Affinity Wealth Management’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,468
| Closed | -$211K | – | 107 |
|
|
2019
Q4 | $211K | Sell |
2,468
-253
| -9% | -$21.6K | 0.08% | 98 |
|
|
2019
Q3 | $216K | Sell |
2,721
-838
| -24% | -$66.5K | 0.09% | 89 |
|
|
2019
Q2 | $252K | Sell |
3,559
-369
| -9% | -$26.1K | 0.1% | 84 |
|
|
2019
Q1 | $262K | Sell |
3,928
-3,046
| -44% | -$203K | 0.1% | 86 |
|
|
2018
Q4 | $437K | Buy |
+6,974
| New | +$437K | 0.26% | 59 |
|
|
2017
Q3 | $569K | Sell |
10,556
-619
| -6% | -$33.4K | 0.35% | 22 |
|
|
2017
Q2 | $562K | Hold |
11,175
| – | – | 0.36% | 20 |
|
|
2017
Q1 | $580K | Buy |
11,175
+735
| +7% | +$38.1K | 0.32% | 21 |
|
|
2016
Q4 | $578K | Buy |
+10,440
| New | +$578K | 0.33% | 25 |
|