Concert Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,850
| Closed | -$269K | – | 408 |
|
|
2017
Q1 | $269K | Sell |
4,850
-444
| -8% | -$24.6K | 0.06% | 375 |
|
|
2016
Q4 | $294K | Sell |
5,294
-2,070
| -28% | -$115K | 0.07% | 359 |
|
|
2016
Q3 | $361K | Buy |
7,364
+123
| +2% | +$6.03K | 0.04% | 445 |
|
|
2016
Q2 | $367K | Buy |
+7,241
| New | +$367K | 0.05% | 409 |
|