Camelot Portfolios’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,374
| Closed | -$98.1K | – | 509 |
|
|
2024
Q2 | $98.1K | Buy |
+1,374
| New | +$98.1K | 0.06% | 252 |
|
|
2022
Q1 | – | Sell |
-3,302
| Closed | -$259K | – | 251 |
|
|
2021
Q4 | $259K | Buy |
+3,302
| New | +$259K | 0.1% | 212 |
|
|
2021
Q3 | – | Sell |
-11,619
| Closed | -$903K | – | 240 |
|
|
2021
Q2 | $903K | Sell |
11,619
-680
| -6% | -$52.8K | 0.36% | 86 |
|
|
2021
Q1 | $968K | Buy |
12,299
+4,925
| +67% | +$388K | 0.4% | 77 |
|
|
2020
Q4 | $548K | Buy |
7,374
+1,122
| +18% | +$83.4K | 0.29% | 92 |
|
|
2020
Q3 | $389K | Buy |
6,252
+247
| +4% | +$15.4K | 0.24% | 105 |
|
|
2020
Q2 | $328K | Sell |
6,005
-3,667
| -38% | -$200K | 0.21% | 126 |
|
|
2020
Q1 | $441K | Buy |
9,672
+1,832
| +23% | +$83.5K | 0.25% | 106 |
|
|
2019
Q4 | $671K | Buy |
7,840
+626
| +9% | +$53.6K | 0.28% | 90 |
|
|
2019
Q3 | $573K | Buy |
7,214
+68
| +1% | +$5.4K | 0.27% | 91 |
|
|
2019
Q2 | $505K | Sell |
7,146
-2,000
| -22% | -$141K | 0.21% | 127 |
|
|
2019
Q1 | $611K | Hold |
9,146
| – | – | 0.26% | 116 |
|
|
2018
Q4 | $573K | Buy |
9,146
+385
| +4% | +$24.1K | 0.27% | 105 |
|
|
2018
Q3 | $642K | Buy |
8,761
+40
| +0.5% | +$2.93K | 0.29% | 96 |
|
|
2018
Q2 | $596K | Buy |
8,721
+2,127
| +32% | +$145K | 0.25% | 103 |
|
|
2018
Q1 | $395K | Buy |
6,594
+1,800
| +38% | +$108K | 0.18% | 128 |
|
|
2017
Q4 | $291K | Sell |
4,794
-1,200
| -20% | -$72.8K | 0.14% | 131 |
|
|
2017
Q3 | $323K | Hold |
5,994
| – | – | 0.16% | 121 |
|
|
2017
Q2 | $302K | Sell |
5,994
-45
| -0.7% | -$2.27K | 0.15% | 129 |
|
|
2017
Q1 | $314K | Buy |
+6,039
| New | +$314K | 0.15% | 128 |
|
|
2015
Q1 | – | Sell |
-5,495
| Closed | -$218K | – | 182 |
|
|
2014
Q4 | $218K | Hold |
5,495
| – | – | 0.13% | 148 |
|
|
2014
Q3 | $209K | Sell |
5,495
-3,800
| -41% | -$145K | 0.12% | 147 |
|
|
2014
Q2 | $348K | Sell |
9,295
-175
| -2% | -$6.55K | 0.22% | 117 |
|
|
2014
Q1 | $342K | Buy |
9,470
+175
| +2% | +$6.32K | 0.23% | 109 |
|
|
2013
Q4 | $336K | Buy |
9,295
+175
| +2% | +$6.33K | 0.22% | 114 |
|
|
2013
Q3 | $290K | Sell |
9,120
-18,850
| -67% | -$599K | 0.21% | 108 |
|
|
2013
Q2 | $955K | Buy |
+27,970
| New | +$955K | 0.73% | 40 |
|