Calton & Associates’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 |
-2,481
| Closed | -$210K | – | 249 |
|
2022
Q2 | $210K | Buy |
+2,481
| New | +$210K | 0.12% | 206 |
|
2021
Q4 | – | Sell |
-2,553
| Closed | -$200K | – | 407 |
|
2021
Q3 | $200K | Buy |
+2,553
| New | +$200K | 0.04% | 377 |
|
2021
Q1 | – | Sell |
-2,890
| Closed | -$215K | – | 430 |
|
2020
Q4 | $215K | Buy |
+2,890
| New | +$215K | 0.04% | 349 |
|
2018
Q4 | – | Sell |
-3,559
| Closed | -$261K | – | 294 |
|
2018
Q3 | $261K | Buy |
+3,559
| New | +$261K | 0.08% | 224 |
|