Beacon Bridge Wealth Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,931
| Closed | -$214K | – | 111 |
|
|
2023
Q4 | $214K | Sell |
2,931
-327
| -10% | -$23.9K | 0.11% | 101 |
|
|
2023
Q3 | $215K | Sell |
3,258
-360
| -10% | -$23.8K | 0.11% | 92 |
|
|
2023
Q2 | $268K | Buy |
3,618
+335
| +10% | +$24.9K | 0.14% | 72 |
|
|
2023
Q1 | $254K | Buy |
3,283
+458
| +16% | +$35.4K | 0.15% | 78 |
|
|
2022
Q4 | $216K | Buy |
+2,825
| New | +$216K | 0.16% | 85 |
|