Fidelis Capital Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,710
| Closed | -$301K | – | 402 |
|
|
2024
Q1 | $301K | Sell |
3,710
-725
| -16% | -$58.9K | 0.05% | 288 |
|
|
2023
Q4 | $324K | Buy |
+4,435
| New | +$324K | 0.07% | 232 |
|
|
2023
Q3 | – | Sell |
-3,794
| Closed | -$282K | – | 291 |
|
|
2023
Q2 | $282K | Buy |
3,794
+149
| +4% | +$11.1K | 0.1% | 207 |
|
|
2023
Q1 | $280K | Buy |
+3,645
| New | +$280K | 0.12% | 191 |
|