Center for Financial Planning’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-36
| Closed | -$2.78K | – | 586 |
|
2023
Q1 | $2.78K | Hold |
36
| – | – | ﹤0.01% | 438 |
|
2022
Q4 | $2.75K | Hold |
36
| – | – | ﹤0.01% | 443 |
|
2022
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 496 |
|
2022
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 457 |
|
2022
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 458 |
|
2021
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 463 |
|
2021
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 440 |
|
2021
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 443 |
|
2021
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 480 |
|
2020
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 426 |
|
2020
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 411 |
|
2020
Q2 | $2K | Sell |
36
-75
| -68% | -$4.17K | ﹤0.01% | 417 |
|
2020
Q1 | $5K | Sell |
111
-370
| -77% | -$16.7K | ﹤0.01% | 420 |
|
2019
Q4 | $41K | Buy |
+481
| New | +$41K | 0.01% | 204 |
|