Chesapeake Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,734
| Closed | -$234K | – | 189 |
|
|
2019
Q4 | $234K | Sell |
2,734
-100
| -4% | -$8.56K | 0.09% | 175 |
|
|
2019
Q3 | $225K | Sell |
2,834
-1,622
| -36% | -$129K | 0.09% | 168 |
|
|
2019
Q2 | $315K | Sell |
4,456
-2,249
| -34% | -$159K | 0.13% | 156 |
|
|
2019
Q1 | $448K | Sell |
6,705
-7,542
| -53% | -$504K | 0.2% | 123 |
|
|
2018
Q4 | $893K | Buy |
14,247
+596
| +4% | +$37.4K | 0.44% | 62 |
|
|
2018
Q3 | $1M | Buy |
13,651
+2,068
| +18% | +$151K | 0.44% | 63 |
|
|
2018
Q2 | $791K | Buy |
11,583
+2,539
| +28% | +$173K | 0.36% | 75 |
|
|
2018
Q1 | $542K | Buy |
+9,044
| New | +$542K | 0.25% | 94 |
|