BTR Capital Management’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,730
Closed -$233K 166
2022
Q2
$233K Hold
2,730
0.03% 149
2022
Q1
$223K Hold
2,730
0.03% 158
2021
Q4
$214K Hold
2,730
0.02% 164
2021
Q3
$214K Hold
2,730
0.03% 160
2021
Q2
$212K Hold
2,730
0.03% 163
2021
Q1
$215K Hold
2,730
0.03% 163
2020
Q4
$203K Buy
+2,730
New +$203K 0.03% 166
2020
Q1
Sell
-2,700
Closed -$231K 163
2019
Q4
$231K Hold
2,700
0.04% 147
2019
Q3
$214K Buy
+2,700
New +$214K 0.04% 155