Castellan Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-42,209
| Closed | -$3.23M | – | 62 |
|
|
2022
Q4 | $3.23M | Buy |
42,209
+4
| +0% | +$306 | 2.25% | 18 |
|
|
2022
Q3 | $2.98M | Sell |
42,205
-3,149
| -7% | -$223K | 2.32% | 17 |
|
|
2022
Q2 | $3.84M | Buy |
+45,354
| New | +$3.84M | 3.04% | 5 |
|
|
2021
Q4 | – | Sell |
-18,600
| Closed | -$1.46M | – | 90 |
|
|
2021
Q3 | $1.46M | Sell |
18,600
-4,000
| -18% | -$314K | 0.75% | 53 |
|
|
2021
Q2 | $1.76M | Buy |
22,600
+3,100
| +16% | +$241K | 0.74% | 40 |
|
|
2021
Q1 | $1.54M | Buy |
19,500
+2,000
| +11% | +$157K | 0.82% | 39 |
|
|
2020
Q4 | $1.3M | Buy |
+17,500
| New | +$1.3M | 1.4% | 27 |
|