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CM Wealth Advisors’s Sysco SYY Stock Holding History

CM Wealth Advisors’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,812
Closed -$365K – 166
2024
Q1 		$365K Buy
+4,812
New +$365K 0.1% 113