Evolution Wealth Advisors’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 |
-195
| Closed | -$15K | – | 570 |
|
|
2021
Q3 | $15K | Hold |
195
| – | – | ﹤0.01% | 357 |
|
|
2021
Q2 | $15K | Buy |
195
+46
| +31% | +$3.54K | ﹤0.01% | 351 |
|
|
2021
Q1 | $12K | Buy |
149
+27
| +22% | +$2.17K | ﹤0.01% | 388 |
|
|
2020
Q4 | $9K | Sell |
122
-18,683
| -99% | -$1.38M | ﹤0.01% | 367 |
|
|
2020
Q3 | $1.17M | Buy |
18,805
+192
| +1% | +$11.9K | 0.32% | 45 |
|
|
2020
Q2 | $1.02M | Buy |
+18,613
| New | +$1.02M | 0.33% | 44 |
|
|
2020
Q1 | – | Sell |
-78
| Closed | -$7K | – | 616 |
|
|
2019
Q4 | $7K | Buy |
78
+23
| +42% | +$2.06K | ﹤0.01% | 359 |
|
|
2019
Q3 | $4K | Sell |
55
-44
| -44% | -$3.2K | ﹤0.01% | 328 |
|
|
2019
Q2 | $7K | Buy |
+99
| New | +$7K | ﹤0.01% | 220 |
|