CWM

C2C Wealth Management’s Sysco SYY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,070	Closed	-$591K	–	216
2023 Q3	$591K	Sell	9,070 -2,275	-20%	-$148K	0.08%	124
2023 Q2	$835K	Sell	11,345 -1,300	-10%	-$95.7K	0.11%	96
2023 Q1	$946K	Buy	+12,645	New	+$946K	0.15%	87