Altium 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
Q2 | $897K | Buy |
10,584
+2,360
| +29% | +$200K | 0.06% | 173 |
|
|
2022
Q1 | $671K | Buy |
+8,224
| New | +$671K | 0.04% | 213 |
|
|
2021
Q4 | – | Sell |
-5,330
| Closed | -$418K | – | 400 |
|
|
2021
Q3 | $418K | Buy |
5,330
+1,263
| +31% | +$99.1K | 0.03% | 257 |
|
|
2021
Q2 | $316K | Buy |
4,067
+1,054
| +35% | +$81.9K | 0.02% | 308 |
|
|
2021
Q1 | $237K | Buy |
+3,013
| New | +$237K | 0.02% | 334 |
|