APP
Avantax Planning Partners’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,527
| Closed | -$214K | – | 364 |
|
|
2022
Q2 | $214K | Sell |
2,527
-16
| -0.6% | -$1.36K | 0.01% | 318 |
|
|
2022
Q1 | $208K | Sell |
2,543
-461
| -15% | -$37.7K | 0.01% | 336 |
|
|
2021
Q4 | $236K | Buy |
3,004
+81
| +3% | +$6.36K | 0.01% | 309 |
|
|
2021
Q3 | $229K | Buy |
+2,923
| New | +$229K | 0.01% | 300 |
|
|
2021
Q2 | – | Sell |
-3,966
| Closed | -$312K | – | 345 |
|
|
2021
Q1 | $312K | Buy |
3,966
+68
| +2% | +$5.35K | 0.02% | 238 |
|
|
2020
Q4 | $289K | Sell |
3,898
-448
| -10% | -$33.2K | 0.01% | 233 |
|
|
2020
Q3 | $270K | Buy |
+4,346
| New | +$270K | 0.01% | 244 |
|
|
2020
Q1 | – | Sell |
-3,794
| Closed | -$325K | – | 309 |
|
|
2019
Q4 | $325K | Buy |
3,794
+32
| +0.9% | +$2.74K | 0.02% | 223 |
|
|
2019
Q3 | $299K | Hold |
3,762
| – | – | 0.02% | 235 |
|
|
2019
Q2 | $271K | Sell |
3,762
-5
| -0.1% | -$360 | 0.02% | 244 |
|
|
2019
Q1 | $251K | Sell |
3,767
-10
| -0.3% | -$666 | 0.02% | 254 |
|
|
2018
Q4 | $237K | Buy |
3,777
+119
| +3% | +$7.47K | 0.02% | 233 |
|
|
2018
Q3 | $268K | Buy |
+3,658
| New | +$268K | 0.02% | 205 |
|
|
2018
Q2 | – | Sell |
-3,203
| Closed | -$192K | – | 1320 |
|
|
2018
Q1 | $192K | Buy |
+3,203
| New | +$192K | 0.02% | 297 |
|
|
2017
Q4 | – | Sell |
-6,136
| Closed | -$331K | – | 348 |
|
|
2017
Q3 | $331K | Buy |
6,136
+32
| +0.5% | +$1.73K | 0.03% | 256 |
|
|
2017
Q2 | $307K | Sell |
6,104
-132
| -2% | -$6.64K | 0.03% | 249 |
|
|
2017
Q1 | $324K | Sell |
6,236
-657
| -10% | -$34.1K | 0.03% | 232 |
|
|
2016
Q4 | $382K | Buy |
+6,893
| New | +$382K | 0.04% | 199 |
|