Cavalier Investments’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-1,379
| Closed | -$86K | – | 164 |
|
2018
Q4 | $86K | Buy |
+1,379
| New | +$86K | 0.03% | 154 |
|
2018
Q2 | – | Sell |
-1,512
| Closed | -$91K | – | 194 |
|
2018
Q1 | $91K | Buy |
+1,512
| New | +$91K | 0.03% | 154 |
|
2017
Q1 | – | Sell |
-9,157
| Closed | -$507K | – | 181 |
|
2016
Q4 | $507K | Sell |
9,157
-8,000
| -47% | -$443K | 0.33% | 57 |
|
2016
Q3 | $780K | Buy |
17,157
+11,657
| +212% | +$530K | 0.47% | 50 |
|
2016
Q2 | $279K | Buy |
+5,500
| New | +$279K | 0.16% | 98 |
|