Boltwood Capital Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-135,750
| Closed | -$5.12M | – | 93 |
|
2015
Q1 | $5.12M | Hold |
135,750
| – | – | 1.5% | 22 |
|
2014
Q4 | $5.39M | Buy |
135,750
+16,000
| +13% | +$635K | 1.54% | 22 |
|
2014
Q3 | $4.55M | Hold |
119,750
| – | – | 1.35% | 26 |
|
2014
Q2 | $4.49M | Sell |
119,750
-2,750
| -2% | -$103K | 1.32% | 27 |
|
2014
Q1 | $4.43M | Hold |
122,500
| – | – | 1.39% | 25 |
|
2013
Q4 | $4.42M | Hold |
122,500
| – | – | 1.45% | 25 |
|
2013
Q3 | $3.9M | Sell |
122,500
-1,450
| -1% | -$46.2K | 1.41% | 24 |
|
2013
Q2 | $4.23M | Buy |
+123,950
| New | +$4.23M | 1.74% | 21 |
|