Dubuque Bank & Trust’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,679
| Closed | -$227K | – | 232 |
|
|
2022
Q2 | $227K | Sell |
2,679
-237
| -8% | -$20.1K | 0.03% | 189 |
|
|
2022
Q1 | $238K | Buy |
2,916
+367
| +14% | +$30K | 0.03% | 210 |
|
|
2021
Q4 | $201K | Sell |
2,549
-506
| -17% | -$39.9K | 0.02% | 239 |
|
|
2021
Q3 | $240K | Buy |
+3,055
| New | +$240K | 0.03% | 233 |
|
|
2018
Q3 | – | Sell |
-15
| Closed | -$1K | – | 712 |
|
|
2018
Q2 | $1K | Sell |
15
-100
| -87% | -$6.67K | ﹤0.01% | 681 |
|
|
2018
Q1 | $7K | Buy |
+115
| New | +$7K | ﹤0.01% | 544 |
|
|
2016
Q3 | – | Sell |
-300
| Closed | -$15K | – | 581 |
|
|
2016
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 372 |
|
|
2016
Q1 | $14K | Sell |
300
-100
| -25% | -$4.67K | ﹤0.01% | 393 |
|
|
2015
Q4 | $16K | Sell |
400
-140
| -26% | -$5.6K | ﹤0.01% | 434 |
|
|
2015
Q3 | $21K | Buy |
540
+107
| +25% | +$4.16K | ﹤0.01% | 349 |
|
|
2015
Q2 | $16K | Buy |
433
+300
| +226% | +$11.1K | ﹤0.01% | 428 |
|
|
2015
Q1 | $5K | Hold |
133
| – | – | ﹤0.01% | 512 |
|
|
2014
Q4 | $5K | Hold |
133
| – | – | ﹤0.01% | 494 |
|
|
2014
Q3 | $5K | Sell |
133
-212
| -61% | -$7.97K | ﹤0.01% | 497 |
|
|
2014
Q2 | $13K | Buy |
345
+212
| +159% | +$7.99K | ﹤0.01% | 466 |
|
|
2014
Q1 | $5K | Sell |
133
-205
| -61% | -$7.71K | ﹤0.01% | 384 |
|
|
2013
Q4 | $12K | Sell |
338
-300
| -47% | -$10.7K | ﹤0.01% | 340 |
|
|
2013
Q3 | $21K | Hold |
638
| – | – | ﹤0.01% | 271 |
|
|
2013
Q2 | $22K | Buy |
+638
| New | +$22K | ﹤0.01% | 234 |
|