BWFA
Baltimore-Washington Financial Advisors’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,850
| Closed | -$72K | – | 235 |
|
|
2015
Q3 | $72K | Hold |
1,850
| – | – | 0.02% | 115 |
|
|
2015
Q2 | $66K | Sell |
1,850
-119,105
| -98% | -$4.25M | 0.02% | 118 |
|
|
2015
Q1 | $4.56M | Sell |
120,955
-10,425
| -8% | -$393K | 1.33% | 34 |
|
|
2014
Q4 | $5.21M | Buy |
131,380
+1,825
| +1% | +$72.4K | 1.55% | 30 |
|
|
2014
Q3 | $4.92M | Sell |
129,555
-3,935
| -3% | -$149K | 1.58% | 26 |
|
|
2014
Q2 | $5M | Buy |
133,490
+5,105
| +4% | +$191K | 1.55% | 28 |
|
|
2014
Q1 | $4.64M | Buy |
128,385
+4,185
| +3% | +$151K | 1.58% | 27 |
|
|
2013
Q4 | $4.48M | Buy |
124,200
+340
| +0.3% | +$12.3K | 1.52% | 26 |
|
|
2013
Q3 | $3.94M | Buy |
123,860
+12,730
| +11% | +$405K | 1.56% | 25 |
|
|
2013
Q2 | $3.8M | Buy |
+111,130
| New | +$3.8M | 1.65% | 18 |
|