Core Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-110
| Closed | -$8.16K | – | 246 |
|
|
2023
Q2 | $8.16K | Hold |
110
| – | – | ﹤0.01% | 172 |
|
|
2023
Q1 | $8.5K | Hold |
110
| – | – | ﹤0.01% | 171 |
|
|
2022
Q4 | $8.41K | Buy |
+110
| New | +$8.41K | ﹤0.01% | 174 |
|
|
2021
Q2 | – | Sell |
-350
| Closed | -$28K | – | 206 |
|
|
2021
Q1 | $28K | Hold |
350
| – | – | 0.02% | 79 |
|
|
2020
Q4 | $26K | Buy |
+350
| New | +$26K | 0.02% | 81 |
|
|
2020
Q3 | – | Sell |
-77
| Closed | -$4K | – | 170 |
|
|
2020
Q2 | $4K | Buy |
77
+1
| +1% | +$52 | ﹤0.01% | 106 |
|
|
2020
Q1 | $3K | Sell |
76
-75
| -50% | -$2.96K | ﹤0.01% | 125 |
|
|
2019
Q4 | $13K | Buy |
+151
| New | +$13K | 0.01% | 84 |
|