Avidian Wealth Enterprises’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 |
-7,349
| Closed | -$629K | – | 250 |
|
|
2019
Q4 | $629K | Buy |
7,349
+335
| +5% | +$28.7K | 0.09% | 95 |
|
|
2019
Q3 | $557K | Buy |
+7,014
| New | +$557K | 0.09% | 94 |
|
|
2018
Q1 | – | Sell |
-6,271
| Closed | -$381 | – | 113 |
|
|
2017
Q4 | $381 | Sell |
6,271
-1,023
| -14% | -$62 | 0.1% | 64 |
|
|
2017
Q3 | $394K | Buy |
+7,294
| New | +$394K | 0.15% | 57 |
|
|
2017
Q2 | – | Sell |
-6,154
| Closed | -$320K | – | 99 |
|
|
2017
Q1 | $320K | Buy |
6,154
+1,474
| +31% | +$76.6K | 0.12% | 59 |
|
|
2016
Q4 | $259K | Buy |
+4,680
| New | +$259K | 0.11% | 61 |
|