First Interstate Bank’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-350
| Closed | -$30K | – | 448 |
|
|
2019
Q4 | $30K | Hold |
350
| – | – | 0.01% | 314 |
|
|
2019
Q3 | $28K | Sell |
350
-410
| -54% | -$32.8K | 0.01% | 373 |
|
|
2019
Q2 | $53K | Hold |
760
| – | – | 0.01% | 342 |
|
|
2019
Q1 | $51K | Hold |
760
| – | – | 0.01% | 357 |
|
|
2018
Q4 | $48K | Hold |
760
| – | – | 0.01% | 346 |
|
|
2018
Q3 | $55K | Hold |
760
| – | – | 0.01% | 353 |
|
|
2018
Q2 | $52K | Hold |
760
| – | – | 0.01% | 350 |
|
|
2018
Q1 | $46K | Buy |
760
+143
| +23% | +$8.66K | 0.01% | 366 |
|
|
2017
Q4 | $37K | Sell |
617
-3,480
| -85% | -$209K | 0.01% | 396 |
|
|
2017
Q3 | $221K | Sell |
4,097
-878
| -18% | -$47.4K | 0.05% | 172 |
|
|
2017
Q2 | $250K | Buy |
4,975
+67
| +1% | +$3.37K | 0.05% | 158 |
|
|
2017
Q1 | $255K | Sell |
4,908
-1,270
| -21% | -$66K | 0.05% | 150 |
|
|
2016
Q4 | $342K | Buy |
6,178
+693
| +13% | +$38.4K | 0.07% | 132 |
|
|
2016
Q3 | $269K | Sell |
5,485
-95
| -2% | -$4.66K | 0.06% | 166 |
|
|
2016
Q2 | $283K | Sell |
5,580
-300
| -5% | -$15.2K | 0.06% | 160 |
|
|
2016
Q1 | $275K | Hold |
5,880
| – | – | 0.06% | 162 |
|
|
2015
Q4 | $241K | Hold |
5,880
| – | – | 0.05% | 176 |
|
|
2015
Q3 | $229K | Buy |
+5,880
| New | +$229K | 0.05% | 186 |
|