BDO Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $284K | Buy |
3,827
+250
| +7% | +$18.5K | 0.03% | 223 |
|
|
2023
Q1 | $276K | Hold |
3,577
| – | – | 0.03% | 215 |
|
|
2022
Q4 | $273K | Hold |
3,577
| – | – | 0.03% | 230 |
|
|
2022
Q3 | $253K | Hold |
3,577
| – | – | 0.03% | 228 |
|
|
2022
Q2 | $303K | Sell |
3,577
-190
| -5% | -$16.1K | 0.04% | 213 |
|
|
2022
Q1 | $308K | Sell |
3,767
-370
| -9% | -$30.3K | 0.03% | 215 |
|
|
2021
Q4 | $325K | Hold |
4,137
| – | – | 0.03% | 224 |
|
|
2021
Q3 | $325K | Sell |
4,137
-1,000
| -19% | -$78.6K | 0.04% | 226 |
|
|
2021
Q2 | $399K | Buy |
5,137
+1,000
| +24% | +$77.7K | 0.04% | 213 |
|
|
2021
Q1 | $326K | Sell |
4,137
-332
| -7% | -$26.2K | 0.04% | 223 |
|
|
2020
Q4 | $332K | Hold |
4,469
| – | – | 0.05% | 184 |
|
|
2020
Q3 | $278K | Hold |
4,469
| – | – | 0.05% | 188 |
|
|
2020
Q2 | $244K | Sell |
4,469
-532
| -11% | -$29K | 0.04% | 197 |
|
|
2020
Q1 | $228K | Buy |
+5,001
| New | +$228K | 0.05% | 193 |
|
|
2019
Q2 | – | Sell |
-198
| Closed | -$13K | – | 688 |
|
|
2019
Q1 | $13K | Hold |
198
| – | – | ﹤0.01% | 409 |
|
|
2018
Q4 | $12K | Sell |
198
-6
| -3% | -$364 | ﹤0.01% | 395 |
|
|
2018
Q3 | $15K | Hold |
204
| – | – | ﹤0.01% | 421 |
|
|
2018
Q2 | $14K | Buy |
+204
| New | +$14K | ﹤0.01% | 425 |
|