Cypress Wealth Advisors’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 |
-5,679
| Closed | -$295K | – | 167 |
|
|
2017
Q1 | $295K | Sell |
5,679
-93
| -2% | -$4.83K | 0.13% | 151 |
|
|
2016
Q4 | $320K | Sell |
5,772
-268
| -4% | -$14.9K | 0.15% | 125 |
|
|
2016
Q3 | $296K | Buy |
6,040
+413
| +7% | +$20.2K | 0.13% | 138 |
|
|
2016
Q2 | $286K | Hold |
5,627
| – | – | 0.14% | 137 |
|
|
2016
Q1 | $263K | Buy |
5,627
+199
| +4% | +$9.3K | 0.12% | 149 |
|
|
2015
Q4 | $223K | Hold |
5,428
| – | – | 0.11% | 159 |
|
|
2015
Q3 | $212K | Buy |
+5,428
| New | +$212K | 0.11% | 165 |
|