Charter Oak Capital Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-316
| Closed | -$27K | – | 793 |
|
|
2022
Q2 | $27K | Hold |
316
| – | – | ﹤0.01% | 428 |
|
|
2022
Q1 | $26K | Hold |
316
| – | – | ﹤0.01% | 462 |
|
|
2021
Q4 | $25K | Hold |
316
| – | – | ﹤0.01% | 467 |
|
|
2021
Q3 | $25K | Sell |
316
-50
| -14% | -$3.96K | ﹤0.01% | 430 |
|
|
2021
Q2 | $28K | Buy |
366
+240
| +190% | +$18.4K | ﹤0.01% | 398 |
|
|
2021
Q1 | $10K | Hold |
126
| – | – | ﹤0.01% | 548 |
|
|
2020
Q4 | $9K | Buy |
+126
| New | +$9K | ﹤0.01% | 534 |
|