Financial Architects (New Jersey)’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-200
| Closed | -$11K | – | 708 |
|
|
2020
Q2 | $11K | Sell |
200
-400
| -67% | -$22K | ﹤0.01% | 637 |
|
|
2020
Q1 | $27K | Buy |
600
+100
| +20% | +$4.5K | 0.01% | 465 |
|
|
2019
Q4 | $43K | Sell |
500
-1,700
| -77% | -$146K | 0.01% | 453 |
|
|
2019
Q3 | $175K | Sell |
2,200
-53
| -2% | -$4.22K | 0.04% | 243 |
|
|
2019
Q2 | $159K | Sell |
2,253
-119
| -5% | -$8.4K | 0.03% | 273 |
|
|
2019
Q1 | $158K | Buy |
2,372
+37
| +2% | +$2.47K | 0.03% | 333 |
|
|
2018
Q4 | $146K | Buy |
2,335
+54
| +2% | +$3.38K | 0.03% | 302 |
|
|
2018
Q3 | $167K | Sell |
2,281
-65
| -3% | -$4.76K | 0.03% | 313 |
|
|
2018
Q2 | $160K | Sell |
2,346
-24
| -1% | -$1.64K | 0.03% | 310 |
|
|
2018
Q1 | $142K | Hold |
2,370
| – | – | 0.03% | 333 |
|
|
2017
Q4 | $144K | Hold |
2,370
| – | – | 0.02% | 362 |
|
|
2017
Q3 | $128K | Buy |
2,370
+170
| +8% | +$9.18K | 0.02% | 404 |
|
|
2017
Q2 | $111K | Hold |
2,200
| – | – | 0.02% | 419 |
|
|
2017
Q1 | $114K | Hold |
2,200
| – | – | 0.02% | 405 |
|
|
2016
Q4 | $122K | Sell |
2,200
-51
| -2% | -$2.83K | 0.03% | 349 |
|
|
2016
Q3 | $110K | Hold |
2,251
| – | – | 0.03% | 371 |
|
|
2016
Q2 | $114K | Hold |
2,251
| – | – | 0.03% | 340 |
|
|
2016
Q1 | $105K | Buy |
+2,251
| New | +$105K | 0.04% | 265 |
|
|
2015
Q3 | – | Sell |
-3,247
| Closed | -$117K | – | 810 |
|
|
2015
Q2 | $117K | Buy |
3,247
+1,575
| +94% | +$56.8K | 0.04% | 272 |
|
|
2015
Q1 | $63K | Buy |
1,672
+21
| +1% | +$791 | 0.02% | 365 |
|
|
2014
Q4 | $66K | Buy |
1,651
+245
| +17% | +$9.79K | 0.03% | 312 |
|
|
2014
Q3 | $53K | Buy |
1,406
+770
| +121% | +$29K | 0.03% | 302 |
|
|
2014
Q2 | $24K | Buy |
+636
| New | +$24K | 0.01% | 464 |
|
|
2013
Q4 | – | Sell |
-584
| Closed | -$19K | – | 518 |
|
|
2013
Q3 | $19K | Buy |
584
+84
| +17% | +$2.73K | 0.01% | 406 |
|
|
2013
Q2 | $17K | Buy |
+500
| New | +$17K | 0.01% | 392 |
|