Eads & Heald Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,892
| Closed | -$215K | – | 148 |
|
|
2023
Q2 | $215K | Hold |
2,892
| – | – | 0.11% | 141 |
|
|
2023
Q1 | $223K | Hold |
2,892
| – | – | 0.11% | 139 |
|
|
2022
Q4 | $221K | Hold |
2,892
| – | – | 0.11% | 141 |
|
|
2022
Q3 | $204K | Hold |
2,892
| – | – | 0.12% | 136 |
|
|
2022
Q2 | $245K | Hold |
2,892
| – | – | 0.13% | 139 |
|
|
2022
Q1 | $236K | Sell |
2,892
-20
| -0.7% | -$1.63K | 0.11% | 138 |
|
|
2021
Q4 | $229K | Hold |
2,912
| – | – | 0.1% | 143 |
|
|
2021
Q3 | $229K | Hold |
2,912
| – | – | 0.11% | 137 |
|
|
2021
Q2 | $226K | Sell |
2,912
-95
| -3% | -$7.37K | 0.11% | 131 |
|
|
2021
Q1 | $237K | Buy |
3,007
+10
| +0.3% | +$788 | 0.12% | 131 |
|
|
2020
Q4 | $223K | Buy |
+2,997
| New | +$223K | 0.12% | 128 |
|