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 |
|