CreativeOne Wealth’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 |
-2,809
| Closed | -$208K | – | 806 |
|
|
2023
Q2 | $208K | Buy |
2,809
+82
| +3% | +$6.07K | 0.01% | 778 |
|
|
2023
Q1 | $211K | Buy |
+2,727
| New | +$211K | 0.01% | 737 |
|
|
2022
Q3 | – | Sell |
-3,123
| Closed | -$265K | – | 770 |
|
|
2022
Q2 | $265K | Buy |
3,123
+522
| +20% | +$44.3K | 0.01% | 599 |
|
|
2022
Q1 | $212K | Buy |
+2,601
| New | +$212K | 0.01% | 689 |
|
|
2021
Q4 | – | Sell |
-2,573
| Closed | -$202K | – | 793 |
|
|
2021
Q3 | $202K | Sell |
2,573
-77
| -3% | -$6.05K | 0.01% | 666 |
|
|
2021
Q2 | $206K | Buy |
+2,650
| New | +$206K | 0.01% | 639 |
|