Dixon Mitchell Investment Counsel’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-97,276
| Closed | -$3.51M | – | 68 |
|
2015
Q2 | $3.51M | Buy |
97,276
+3,512
| +4% | +$127K | 0.54% | 48 |
|
2015
Q1 | $3.54M | Sell |
93,764
-8,589
| -8% | -$324K | 0.54% | 44 |
|
2014
Q4 | $3.88M | Hold |
102,353
| – | – | 0.6% | 40 |
|
2014
Q3 | $3.88M | Sell |
102,353
-8,833
| -8% | -$335K | 0.59% | 41 |
|
2014
Q2 | $4.16M | Buy |
111,186
+2,753
| +3% | +$103K | 0.6% | 39 |
|
2014
Q1 | $3.92M | Buy |
108,433
+9,828
| +10% | +$355K | 0.62% | 33 |
|
2013
Q4 | $3.56M | Buy |
98,605
+7,821
| +9% | +$282K | 0.56% | 36 |
|
2013
Q3 | $2.89M | Buy |
90,784
+20,669
| +29% | +$658K | 0.49% | 40 |
|
2013
Q2 | $2.4M | Buy |
+70,115
| New | +$2.4M | 0.45% | 38 |
|