Confluence Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $756K | Buy |
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|
2020
Q1 | $401K | Sell |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $943K | Sell |
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|
2019
Q1 | $917K | Buy |
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|
2018
Q4 | $563K | Buy |
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|
2018
Q3 | $341K | Buy |
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|
2018
Q2 | $312K | Sell |
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|
2018
Q1 | $285K | Sell |
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|
2017
Q4 | $291K | Sell |
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|
2017
Q3 | $264K | Hold |
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|
2017
Q2 | $246K | Sell |
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|
2017
Q1 | $270K | Buy |
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|
2016
Q4 | $276K | Sell |
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|
2016
Q3 | $262K | Buy |
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|
2016
Q2 | $251K | Buy |
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|
2016
Q1 | $204K | Buy |
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