First Trust Direct Indexing’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-28,157
| Closed | -$2.2M | – | 813 |
|
|
2024
Q3 | $2.2M | Buy |
28,157
+6,896
| +32% | +$538K | 0.12% | 178 |
|
|
2024
Q2 | $1.52M | Buy |
21,261
+993
| +5% | +$70.9K | 0.09% | 219 |
|
|
2024
Q1 | $1.65M | Buy |
20,268
+2,135
| +12% | +$173K | 0.12% | 177 |
|
|
2023
Q4 | $1.33M | Buy |
18,133
+2,645
| +17% | +$193K | 0.12% | 192 |
|
|
2023
Q3 | $1.02M | Buy |
15,488
+625
| +4% | +$41.3K | 0.12% | 192 |
|
|
2023
Q2 | $1.1M | Buy |
14,863
+1,819
| +14% | +$135K | 0.12% | 189 |
|
|
2023
Q1 | $1.01M | Sell |
13,044
-43
| -0.3% | -$3.32K | 0.12% | 208 |
|
|
2022
Q4 | $1M | Buy |
13,087
+89
| +0.7% | +$6.8K | 0.13% | 199 |
|
|
2022
Q3 | $919K | Sell |
12,998
-105
| -0.8% | -$7.42K | 0.13% | 200 |
|
|
2022
Q2 | $1.11M | Buy |
13,103
+78
| +0.6% | +$6.61K | 0.15% | 176 |
|
|
2022
Q1 | $1.06M | Buy |
13,025
+210
| +2% | +$17.1K | 0.13% | 195 |
|
|
2021
Q4 | $1.01M | Sell |
12,815
-50
| -0.4% | -$3.93K | 0.13% | 187 |
|
|
2021
Q3 | $1.01M | Buy |
12,865
+567
| +5% | +$44.5K | 0.14% | 169 |
|
|
2021
Q2 | $956K | Buy |
12,298
+3,561
| +41% | +$277K | 0.14% | 182 |
|
|
2021
Q1 | $688K | Buy |
8,737
+691
| +9% | +$54.4K | 0.18% | 160 |
|
|
2020
Q4 | $597K | Buy |
+8,046
| New | +$597K | 0.16% | 160 |
|