Archford Capital Strategies’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-6,260
| Closed | -$535K | – | 236 |
|
2019
Q4 | $535K | Sell |
6,260
-271
| -4% | -$23.2K | 0.18% | 155 |
|
2019
Q3 | $519K | Sell |
6,531
-11
| -0.2% | -$874 | 0.19% | 148 |
|
2019
Q2 | $463K | Sell |
6,542
-8,736
| -57% | -$618K | 0.17% | 156 |
|
2019
Q1 | $1.02M | Sell |
15,278
-292
| -2% | -$19.5K | 0.38% | 80 |
|
2018
Q4 | $976K | Buy |
15,570
+1,086
| +7% | +$68.1K | 0.39% | 73 |
|
2018
Q3 | $1.06M | Sell |
14,484
-4,939
| -25% | -$362K | 0.39% | 73 |
|
2018
Q2 | $1.33M | Buy |
19,423
+4,881
| +34% | +$333K | 0.47% | 57 |
|
2018
Q1 | $883K | Hold |
14,542
| – | – | 0.37% | 90 |
|
2017
Q4 | $883K | Buy |
14,542
+6,300
| +76% | +$383K | 0.33% | 101 |
|
2017
Q3 | $445K | Buy |
+8,242
| New | +$445K | 0.17% | 153 |
|
2017
Q2 | – | Sell |
-59
| Closed | -$3K | – | 573 |
|
2017
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 565 |
|
2016
Q4 | $3K | Hold |
59
| – | – | ﹤0.01% | 481 |
|
2016
Q3 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 551 |
|
2015
Q1 | – | Sell |
-53
| Closed | -$2K | – | 777 |
|
2014
Q4 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 535 |
|