Apriem Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-24
| Closed | -$1K | – | 494 |
|
|
2017
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 644 |
|
|
2016
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 680 |
|
|
2016
Q3 | – | Sell |
-125
| Closed | -$6K | – | 646 |
|
|
2016
Q2 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 452 |
|
|
2015
Q1 | – | Sell |
-180
| Closed | -$7K | – | 584 |
|
|
2014
Q4 | $7K | Hold |
180
| – | – | ﹤0.01% | 409 |
|
|
2014
Q3 | $7K | Sell |
180
-8,000
| -98% | -$311K | ﹤0.01% | 417 |
|
|
2014
Q2 | $306K | Hold |
8,180
| – | – | 0.12% | 95 |
|
|
2014
Q1 | $296K | Buy |
8,180
+180
| +2% | +$6.51K | 0.11% | 96 |
|
|
2013
Q4 | $289K | Hold |
8,000
| – | – | 0.11% | 91 |
|
|
2013
Q3 | $255K | Hold |
8,000
| – | – | 0.11% | 92 |
|
|
2013
Q2 | $273K | Buy |
+8,000
| New | +$273K | 0.13% | 87 |
|