Blodgett 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 | – | Sell |
-2,670
| Closed | -$206K | – | 67 |
|
|
2023
Q1 | $206K | Hold |
2,670
| – | – | 0.24% | 59 |
|
|
2022
Q4 | $204K | Buy |
+2,670
| New | +$204K | 0.25% | 62 |
|
|
2022
Q3 | – | Sell |
-2,670
| Closed | -$226K | – | 63 |
|
|
2022
Q2 | $226K | Sell |
2,670
-280
| -9% | -$23.7K | 0.25% | 58 |
|
|
2022
Q1 | $241K | Hold |
2,950
| – | – | 0.2% | 69 |
|
|
2021
Q4 | $232K | Buy |
+2,950
| New | +$232K | 0.18% | 78 |
|