Charles Carroll Financial Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $201K | Buy |
+2,752
| New | +$201K | 0.22% | 37 |
|
|
2023
Q3 | – | Sell |
-2,752
| Closed | -$204K | – | 40 |
|
|
2023
Q2 | $204K | Hold |
2,752
| – | – | 0.26% | 38 |
|
|
2023
Q1 | $213K | Hold |
2,752
| – | – | 0.33% | 35 |
|
|
2022
Q4 | $210K | Buy |
+2,752
| New | +$210K | 0.33% | 38 |
|
|
2022
Q3 | – | Sell |
-2,752
| Closed | -$233K | – | 48 |
|
|
2022
Q2 | $233K | Hold |
2,752
| – | – | 0.3% | 41 |
|
|
2022
Q1 | $225K | Hold |
2,752
| – | – | 0.23% | 38 |
|
|
2021
Q4 | $216K | Buy |
+2,752
| New | +$216K | 0.21% | 36 |
|