Cerro Pacific Wealth Advisors’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 |
-3,418
| Closed | -$261K | – | 165 |
|
|
2022
Q4 | $261K | Buy |
3,418
+12
| +0.4% | +$917 | 0.14% | 140 |
|
|
2022
Q3 | $241K | Sell |
3,406
-1,724
| -34% | -$122K | 0.15% | 134 |
|
|
2022
Q2 | $435K | Sell |
5,130
-1,027
| -17% | -$87.1K | 0.27% | 99 |
|
|
2022
Q1 | $503K | Sell |
6,157
-532
| -8% | -$43.5K | 0.31% | 94 |
|
|
2021
Q4 | $525K | Sell |
6,689
-713
| -10% | -$56K | 0.33% | 87 |
|
|
2021
Q3 | $581K | Sell |
7,402
-2,622
| -26% | -$206K | 0.42% | 79 |
|
|
2021
Q2 | $779K | Buy |
+10,024
| New | +$779K | 0.58% | 54 |
|
|
2020
Q4 | $999K | Buy |
+13,449
| New | +$999K | 0.6% | 51 |
|