Berman Capital Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $93K | Buy |
1,207
+159
| +15% | +$12.3K | 0.01% | 464 |
|
|
2021
Q2 | $81K | Buy |
1,048
+362
| +53% | +$28K | 0.01% | 433 |
|
|
2021
Q1 | $53K | Buy |
686
+175
| +34% | +$13.5K | 0.01% | 461 |
|
|
2020
Q4 | $37K | Sell |
511
-33
| -6% | -$2.39K | 0.01% | 492 |
|
|
2020
Q3 | $33K | Buy |
544
+275
| +102% | +$16.7K | 0.01% | 455 |
|
|
2020
Q2 | $14K | Sell |
269
-49
| -15% | -$2.55K | ﹤0.01% | 658 |
|
|
2020
Q1 | $14K | Sell |
318
-171
| -35% | -$7.53K | ﹤0.01% | 588 |
|
|
2019
Q4 | $41K | Buy |
489
+37
| +8% | +$3.1K | 0.01% | 361 |
|
|
2019
Q3 | $35K | Hold |
452
| – | – | 0.01% | 368 |
|
|
2019
Q2 | $32K | Hold |
452
| – | – | 0.01% | 400 |
|
|
2019
Q1 | $30K | Buy |
452
+89
| +25% | +$5.91K | 0.01% | 365 |
|
|
2018
Q4 | $21K | Buy |
+363
| New | +$21K | 0.01% | 383 |
|