CapWealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-200
| Closed | -$10K | – | 236 |
|
|
2016
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 215 |
|
|
2016
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 210 |
|
|
2016
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 244 |
|
|
2015
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 206 |
|
|
2015
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 206 |
|
|
2015
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 231 |
|
|
2015
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 236 |
|
|
2014
Q4 | – | Sell |
-200
| Closed | -$8K | – | 252 |
|
|
2014
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 252 |
|
|
2014
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 270 |
|
|
2014
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 279 |
|
|
2013
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 285 |
|
|
2013
Q3 | $6K | Sell |
200
-5,000
| -96% | -$150K | ﹤0.01% | 351 |
|
|
2013
Q2 | $178K | Buy |
+5,200
| New | +$178K | 0.05% | 90 |
|