CWM
Calamos Wealth Management’s Sysco SYY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-114,546
| Closed | -$8.85M | – | 318 |
|
2023
Q1 | $8.85M | Sell |
114,546
-4,059
| -3% | -$313K | 0.69% | 35 |
|
2022
Q4 | $9.07M | Sell |
118,605
-1,307
| -1% | -$99.9K | 0.7% | 38 |
|
2022
Q3 | $8.48M | Buy |
119,912
+3,188
| +3% | +$225K | 0.73% | 33 |
|
2022
Q2 | $9.89M | Buy |
116,724
+2,120
| +2% | +$180K | 0.88% | 23 |
|
2022
Q1 | $9.36M | Buy |
114,604
+46,109
| +67% | +$3.76M | 0.7% | 36 |
|
2021
Q4 | $5.38M | Buy |
68,495
+521
| +0.8% | +$40.9K | 0.39% | 64 |
|
2021
Q3 | $5.34M | Buy |
67,974
+714
| +1% | +$56K | 0.43% | 63 |
|
2021
Q2 | $5.23M | Sell |
67,260
-5,080
| -7% | -$395K | 0.41% | 63 |
|
2021
Q1 | $5.7M | Buy |
72,340
+66,190
| +1,076% | +$5.21M | 0.47% | 63 |
|
2020
Q4 | $457K | Sell |
6,150
-566
| -8% | -$42.1K | 0.04% | 219 |
|
2020
Q3 | $418K | Sell |
6,716
-185
| -3% | -$11.5K | 0.05% | 205 |
|
2020
Q2 | $377K | Buy |
+6,901
| New | +$377K | 0.05% | 206 |
|