Brewin Dolphin Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $30K | Hold |
350
| – | – | ﹤0.01% | 223 |
|
|
2022
Q1 | $29K | Hold |
350
| – | – | ﹤0.01% | 228 |
|
|
2021
Q4 | $27K | Sell |
350
-350
| -50% | -$27K | ﹤0.01% | 237 |
|
|
2021
Q3 | $55K | Hold |
700
| – | – | 0.01% | 187 |
|
|
2021
Q2 | $54.4K | Hold |
700
| – | – | 0.01% | 183 |
|
|
2021
Q1 | $55.1K | Hold |
700
| – | – | 0.01% | 169 |
|
|
2020
Q4 | $52K | Hold |
700
| – | – | 0.01% | 162 |
|
|
2020
Q3 | $43.6K | Hold |
700
| – | – | 0.01% | 170 |
|
|
2020
Q2 | $38.3K | Hold |
700
| – | – | 0.01% | 170 |
|
|
2020
Q1 | $31.9K | Sell |
700
-402
| -36% | -$18.3K | 0.02% | 123 |
|
|
2019
Q4 | $94.3K | Hold |
1,102
| – | – | 0.04% | 97 |
|
|
2019
Q3 | $87.5K | Hold |
1,102
| – | – | 0.04% | 96 |
|
|
2019
Q2 | $77.9K | Hold |
1,102
| – | – | 0.04% | 99 |
|
|
2019
Q1 | $73.6K | Hold |
1,102
| – | – | 0.04% | 101 |
|
|
2018
Q4 | $69.1K | Hold |
1,102
| – | – | 0.04% | 96 |
|
|
2018
Q3 | $80.7K | Hold |
1,102
| – | – | 0.04% | 97 |
|
|
2018
Q2 | $75.3K | Sell |
1,102
-460
| -29% | -$31.4K | 0.04% | 98 |
|
|
2018
Q1 | $93.7K | Hold |
1,562
| – | – | 0.06% | 93 |
|
|
2017
Q4 | $94.9K | Hold |
1,562
| – | – | 0.06% | 89 |
|
|
2017
Q3 | $84.3K | Buy |
+1,562
| New | +$84.3K | 0.06% | 85 |
|