Diversified Investment Strategies’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-3,450
| Closed | -$210K | – | 44 |
|
2017
Q4 | $210K | Buy |
+3,450
| New | +$210K | 0.19% | 42 |
|
2017
Q3 | – | Sell |
-48,150
| Closed | -$2.42M | – | 47 |
|
2017
Q2 | $2.42M | Hold |
48,150
| – | – | 2.33% | 16 |
|
2017
Q1 | $2.5M | Sell |
48,150
-950
| -2% | -$49.3K | 2.48% | 14 |
|
2016
Q4 | $2.72M | Buy |
49,100
+150
| +0.3% | +$8.31K | 2.85% | 11 |
|
2016
Q3 | $2.4M | Hold |
48,950
| – | – | 2.36% | 13 |
|
2016
Q2 | $2.48M | Sell |
48,950
-725
| -1% | -$36.8K | 2.5% | 12 |
|
2016
Q1 | $2.32M | Hold |
49,675
| – | – | 2.43% | 12 |
|
2015
Q4 | $2.04M | Sell |
49,675
-2,150
| -4% | -$88.2K | 2.32% | 11 |
|
2015
Q3 | $2.02M | Sell |
51,825
-350
| -0.7% | -$13.6K | 2.42% | 9 |
|
2015
Q2 | $1.88M | Sell |
52,175
-2,450
| -4% | -$88.5K | 1.94% | 12 |
|
2015
Q1 | $2.06M | Sell |
54,625
-4,400
| -7% | -$166K | 2.04% | 13 |
|
2014
Q4 | $2.34M | Sell |
59,025
-2,130
| -3% | -$84.6K | 2.11% | 13 |
|
2014
Q3 | $2.32M | Sell |
61,155
-1,225
| -2% | -$46.5K | 1.93% | 15 |
|
2014
Q2 | $2.34M | Hold |
62,380
| – | – | 1.77% | 15 |
|
2014
Q1 | $2.25M | Hold |
62,380
| – | – | 1.82% | 16 |
|
2013
Q4 | $2.25M | Sell |
62,380
-725
| -1% | -$26.2K | 1.8% | 14 |
|
2013
Q3 | $2.01M | Sell |
63,105
-475
| -0.7% | -$15.1K | 1.64% | 16 |
|
2013
Q2 | $2.17M | Buy |
+63,580
| New | +$2.17M | 1.84% | 15 |
|