Essex Savings Bank’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,759
| Closed | -$293K | – | 304 |
|
|
2024
Q3 | $293K | Sell |
3,759
-508
| -12% | -$39.7K | 0.07% | 217 |
|
|
2024
Q2 | $305K | Sell |
4,267
-235
| -5% | -$16.8K | 0.08% | 193 |
|
|
2024
Q1 | $329K | Hold |
4,502
| – | – | 0.1% | 181 |
|
|
2023
Q4 | $329K | Sell |
4,502
-59
| -1% | -$4.32K | 0.1% | 180 |
|
|
2023
Q3 | $301K | Buy |
4,561
+3
| +0.1% | +$198 | 0.1% | 165 |
|
|
2023
Q2 | $338K | Buy |
4,558
+71
| +2% | +$5.27K | 0.11% | 153 |
|
|
2023
Q1 | $346K | Buy |
4,487
+208
| +5% | +$16.1K | 0.12% | 153 |
|
|
2022
Q4 | $327K | Sell |
4,279
-62
| -1% | -$4.74K | 0.12% | 160 |
|
|
2022
Q3 | $306K | Sell |
4,341
-149
| -3% | -$10.5K | 0.12% | 152 |
|
|
2022
Q2 | $380K | Buy |
4,490
+486
| +12% | +$41.1K | 0.15% | 138 |
|
|
2022
Q1 | $327K | Buy |
+4,004
| New | +$327K | 0.11% | 162 |
|
|
2019
Q3 | – | Sell |
-3,527
| Closed | -$250K | – | 552 |
|
|
2019
Q2 | $250K | Buy |
3,527
+1,817
| +106% | +$129K | 0.09% | 197 |
|
|
2019
Q1 | $114K | Hold |
1,710
| – | – | 0.06% | 205 |
|
|
2018
Q4 | $107K | Buy |
+1,710
| New | +$107K | 0.07% | 197 |
|