Andesa Financial Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-3,252
| Closed | -$202K | – | 131 |
|
2020
Q3 | $202K | Sell |
3,252
-1,438
| -31% | -$89.3K | 0.08% | 128 |
|
2020
Q2 | $255K | Sell |
4,690
-2,563
| -35% | -$139K | 0.23% | 91 |
|
2020
Q1 | $331K | Sell |
7,253
-1,902
| -21% | -$86.8K | 0.37% | 62 |
|
2019
Q4 | $783K | Buy |
9,155
+27
| +0.3% | +$2.31K | 0.68% | 44 |
|
2019
Q3 | $724K | Sell |
9,128
-1,054
| -10% | -$83.6K | 0.7% | 36 |
|
2019
Q2 | $721K | Sell |
10,182
-5,434
| -35% | -$385K | 0.68% | 38 |
|
2019
Q1 | $1.04M | Buy |
15,616
+7,820
| +100% | +$521K | 0.51% | 41 |
|
2018
Q4 | $489K | Sell |
7,796
-5,524
| -41% | -$346K | 0.58% | 46 |
|
2018
Q3 | $976K | Buy |
13,320
+240
| +2% | +$17.6K | 1.5% | 27 |
|
2018
Q2 | $892K | Buy |
13,080
+520
| +4% | +$35.5K | 1.44% | 29 |
|
2018
Q1 | $751K | Sell |
12,560
-770
| -6% | -$46K | 1.24% | 33 |
|
2017
Q4 | $808K | Buy |
+13,330
| New | +$808K | 1.2% | 35 |
|