Endurance 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
Q2 | $12K | Hold |
160
| – | – | ﹤0.01% | 483 |
|
2023
Q1 | $12K | Hold |
160
| – | – | ﹤0.01% | 488 |
|
2022
Q4 | $12K | Buy |
+160
| New | +$12K | ﹤0.01% | 469 |
|
2020
Q3 | – | Sell |
-1,100
| Closed | -$60K | – | 648 |
|
2020
Q2 | $60K | Hold |
1,100
| – | – | 0.01% | 290 |
|
2020
Q1 | $50K | Hold |
1,100
| – | – | 0.01% | 279 |
|
2019
Q4 | $94K | Hold |
1,100
| – | – | 0.01% | 231 |
|
2019
Q3 | $87K | Sell |
1,100
-88
| -7% | -$6.96K | 0.01% | 232 |
|
2019
Q2 | $84K | Hold |
1,188
| – | – | 0.01% | 233 |
|
2019
Q1 | $79K | Hold |
1,188
| – | – | 0.01% | 233 |
|
2018
Q4 | $74K | Buy |
1,188
+88
| +8% | +$5.48K | 0.01% | 228 |
|
2018
Q3 | $81K | Hold |
1,100
| – | – | 0.01% | 234 |
|
2018
Q2 | $75K | Sell |
1,100
-1,700
| -61% | -$116K | 0.01% | 238 |
|
2018
Q1 | $168K | Hold |
2,800
| – | – | 0.03% | 188 |
|
2017
Q4 | $170K | Hold |
2,800
| – | – | 0.03% | 183 |
|
2017
Q3 | $151K | Hold |
2,800
| – | – | 0.03% | 189 |
|
2017
Q2 | $141K | Hold |
2,800
| – | – | 0.02% | 196 |
|
2017
Q1 | $145K | Hold |
2,800
| – | – | 0.03% | 191 |
|
2016
Q4 | $155K | Hold |
2,800
| – | – | 0.03% | 186 |
|
2016
Q3 | $135K | Hold |
2,800
| – | – | 0.02% | 199 |
|
2016
Q2 | $142K | Hold |
2,800
| – | – | 0.03% | 184 |
|
2016
Q1 | $131 | Hold |
2,800
| – | – | 0.02% | 190 |
|
2015
Q4 | $115K | Hold |
2,800
| – | – | 0.02% | 204 |
|
2015
Q3 | $115K | Hold |
2,800
| – | – | 0.02% | 205 |
|
2015
Q2 | $101K | Buy |
+2,800
| New | +$101K | 0.02% | 214 |
|