CGN Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,204
| Closed | -$670K | – | 233 |
|
|
2022
Q1 | $670K | Buy |
8,204
+1,134
| +16% | +$92.6K | 0.17% | 123 |
|
|
2021
Q4 | $555K | Buy |
7,070
+59
| +0.8% | +$4.63K | 0.14% | 138 |
|
|
2021
Q3 | $550K | Buy |
7,011
+1,692
| +32% | +$133K | 0.18% | 129 |
|
|
2021
Q2 | $414K | Buy |
5,319
+82
| +2% | +$6.38K | 0.13% | 150 |
|
|
2021
Q1 | $412K | Sell |
5,237
-91
| -2% | -$7.16K | 0.15% | 134 |
|
|
2020
Q4 | $396K | Buy |
+5,328
| New | +$396K | 0.16% | 128 |
|