Bruderman Asset Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-7,519
| Closed | -$637K | – | 99 |
|
2019
Q4 | $637K | Sell |
7,519
-1,677
| -18% | -$142K | 0.2% | 79 |
|
2019
Q3 | $739K | Sell |
9,196
-99
| -1% | -$7.96K | 0.19% | 82 |
|
2019
Q2 | $657K | Sell |
9,295
-276
| -3% | -$19.5K | 0.16% | 75 |
|
2019
Q1 | $639K | Buy |
9,571
+37
| +0.4% | +$2.47K | 0.14% | 84 |
|
2018
Q4 | $597K | Buy |
9,534
+148
| +2% | +$9.27K | 0.15% | 80 |
|
2018
Q3 | $688K | Buy |
9,386
+445
| +5% | +$32.6K | 0.16% | 81 |
|
2018
Q2 | $611K | Sell |
8,941
-7,220
| -45% | -$493K | 0.15% | 88 |
|
2018
Q1 | $969K | Buy |
16,161
+372
| +2% | +$22.3K | 0.23% | 69 |
|
2017
Q4 | $959K | Buy |
15,789
+8,323
| +111% | +$506K | 0.24% | 69 |
|
2017
Q3 | $403K | Buy |
7,466
+5,785
| +344% | +$312K | 0.1% | 95 |
|
2017
Q2 | $85K | Buy |
+1,681
| New | +$85K | 0.02% | 166 |
|
2017
Q1 | – | Sell |
-2,645
| Closed | -$146K | – | 291 |
|
2016
Q4 | $146K | Sell |
2,645
-146
| -5% | -$8.06K | 0.04% | 129 |
|
2016
Q3 | $137K | Buy |
2,791
+3
| +0.1% | +$147 | 0.04% | 139 |
|
2016
Q2 | $141K | Buy |
2,788
+68
| +3% | +$3.44K | 0.04% | 135 |
|
2016
Q1 | $127K | Sell |
2,720
-342
| -11% | -$16K | 0.04% | 135 |
|
2015
Q4 | $126K | Sell |
3,062
-445
| -13% | -$18.3K | 0.05% | 143 |
|
2015
Q3 | $137K | Sell |
3,507
-40
| -1% | -$1.56K | 0.05% | 129 |
|
2015
Q2 | $128K | Sell |
3,547
-7,706
| -68% | -$278K | 0.05% | 136 |
|
2015
Q1 | $425K | Buy |
+11,253
| New | +$425K | 0.17% | 76 |
|