Doyle Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,007
| Closed | -$236K | – | 238 |
|
|
2021
Q3 | $236K | Buy |
+3,007
| New | +$236K | 0.02% | 203 |
|
|
2021
Q2 | – | Sell |
-2,687
| Closed | -$212K | – | 221 |
|
|
2021
Q1 | $212K | Buy |
+2,687
| New | +$212K | 0.02% | 205 |
|
|
2020
Q4 | – | Sell |
-3,254
| Closed | -$202K | – | 215 |
|
|
2020
Q3 | $202K | Buy |
+3,254
| New | +$202K | 0.02% | 182 |
|
|
2020
Q1 | – | Sell |
-3,253
| Closed | -$278K | – | 208 |
|
|
2019
Q4 | $278K | Sell |
3,253
-142
| -4% | -$12.1K | 0.03% | 169 |
|
|
2019
Q3 | $270K | Buy |
3,395
+330
| +11% | +$26.2K | 0.04% | 167 |
|
|
2019
Q2 | $217K | Sell |
3,065
-100
| -3% | -$7.08K | 0.03% | 181 |
|
|
2019
Q1 | $234K | Buy |
3,165
+19
| +0.6% | +$1.41K | 0.03% | 174 |
|
|
2018
Q4 | $197K | Sell |
3,146
-855
| -21% | -$53.5K | 0.03% | 180 |
|
|
2018
Q3 | $293K | Sell |
4,001
-892
| -18% | -$65.3K | 0.05% | 151 |
|
|
2018
Q2 | $334K | Buy |
4,893
+490
| +11% | +$33.4K | 0.06% | 136 |
|
|
2018
Q1 | $264K | Sell |
4,403
-50
| -1% | -$3K | 0.04% | 140 |
|
|
2017
Q4 | $270K | Buy |
4,453
+1
| +0% | +$61 | 0.05% | 140 |
|
|
2017
Q3 | $240K | Buy |
4,452
+1
| +0% | +$54 | 0.04% | 136 |
|
|
2017
Q2 | $224K | Sell |
4,451
-410
| -8% | -$20.6K | 0.04% | 130 |
|
|
2017
Q1 | $252K | Buy |
+4,861
| New | +$252K | 0.05% | 118 |
|