BHK Investment 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 | – | Sell |
-6,204
| Closed | -$479K | – | 62 |
|
|
2023
Q1 | $479K | Buy |
6,204
+286
| +5% | +$22.1K | 0.21% | 41 |
|
|
2022
Q4 | $452K | Sell |
5,918
-899
| -13% | -$68.7K | 0.25% | 34 |
|
|
2022
Q3 | $482K | Sell |
6,817
-370
| -5% | -$26.2K | 0.24% | 33 |
|
|
2022
Q2 | $609K | Buy |
7,187
+255
| +4% | +$21.6K | 0.27% | 30 |
|
|
2022
Q1 | $566K | Buy |
6,932
+1
| +0% | +$82 | 0.24% | 30 |
|
|
2021
Q4 | $544K | Sell |
6,931
-249
| -3% | -$19.5K | 0.21% | 33 |
|
|
2021
Q3 | $564K | Buy |
7,180
+626
| +10% | +$49.2K | 0.23% | 29 |
|
|
2021
Q2 | $510K | Sell |
6,554
-1,171
| -15% | -$91.1K | 0.21% | 31 |
|
|
2021
Q1 | $574K | Buy |
7,725
+200
| +3% | +$14.9K | 0.27% | 30 |
|
|
2020
Q4 | $559K | Sell |
7,525
-1,224
| -14% | -$90.9K | 0.26% | 30 |
|
|
2020
Q3 | $544K | Buy |
8,749
+2,276
| +35% | +$142K | 0.31% | 29 |
|
|
2020
Q2 | $354K | Buy |
+6,473
| New | +$354K | 0.21% | 33 |
|
|
2020
Q1 | – | Sell |
-3,183
| Closed | -$272K | – | 63 |
|
|
2019
Q4 | $272K | Sell |
3,183
-100
| -3% | -$8.55K | 0.16% | 53 |
|
|
2019
Q3 | $261K | Buy |
3,283
+265
| +9% | +$21.1K | 0.15% | 69 |
|
|
2019
Q2 | $213K | Sell |
3,018
-350
| -10% | -$24.7K | 0.12% | 81 |
|
|
2019
Q1 | $225K | Buy |
+3,368
| New | +$225K | 0.14% | 83 |
|