First Personal Financial Services’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 |
-138
| Closed | -$12K | – | 502 |
|
|
2019
Q4 | $12K | Hold |
138
| – | – | ﹤0.01% | 275 |
|
|
2019
Q3 | $11K | Sell |
138
-198
| -59% | -$15.8K | ﹤0.01% | 368 |
|
|
2019
Q2 | $24K | Buy |
+336
| New | +$24K | 0.01% | 383 |
|
|
2018
Q3 | – | Sell |
-316
| Closed | -$22K | – | 694 |
|
|
2018
Q2 | $22K | Sell |
316
-1,293
| -80% | -$90K | 0.01% | 385 |
|
|
2018
Q1 | $96K | Sell |
1,609
-353
| -18% | -$21.1K | 0.02% | 318 |
|
|
2017
Q4 | $119K | Hold |
1,962
| – | – | 0.02% | 313 |
|
|
2017
Q3 | $106K | Buy |
1,962
+1,463
| +293% | +$79K | 0.02% | 310 |
|
|
2017
Q2 | $25K | Hold |
499
| – | – | 0.01% | 542 |
|
|
2017
Q1 | $26K | Hold |
499
| – | – | 0.01% | 523 |
|
|
2016
Q4 | $28K | Sell |
499
-145
| -23% | -$8.14K | 0.01% | 484 |
|
|
2016
Q3 | $32K | Buy |
644
+66
| +11% | +$3.28K | 0.01% | 353 |
|
|
2016
Q2 | $29K | Buy |
578
+262
| +83% | +$13.1K | 0.01% | 364 |
|
|
2016
Q1 | $15K | Hold |
316
| – | – | 0.01% | 247 |
|
|
2015
Q4 | $13K | Hold |
316
| – | – | 0.01% | 274 |
|
|
2015
Q3 | $13K | Hold |
316
| – | – | 0.01% | 267 |
|
|
2015
Q2 | $12K | Sell |
316
-280
| -47% | -$10.6K | 0.01% | 270 |
|
|
2015
Q1 | $23K | Hold |
596
| – | – | 0.01% | 217 |
|
|
2014
Q4 | $23K | Buy |
+596
| New | +$23K | 0.01% | 205 |
|