Foresight Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,063
| Closed | -$782K | – | 90 |
|
|
2022
Q3 | $782K | Buy |
11,063
+488
| +5% | +$34.5K | 0.18% | 49 |
|
|
2022
Q2 | $896K | Buy |
10,575
+630
| +6% | +$53.4K | 0.19% | 47 |
|
|
2022
Q1 | $812K | Buy |
9,945
+1,813
| +22% | +$148K | 0.15% | 54 |
|
|
2021
Q4 | $639K | Buy |
8,132
+414
| +5% | +$32.5K | 0.01% | 60 |
|
|
2021
Q3 | $606K | Sell |
7,718
-553
| -7% | -$43.4K | 0.12% | 60 |
|
|
2021
Q2 | $643K | Buy |
8,271
+948
| +13% | +$73.7K | 0.14% | 64 |
|
|
2021
Q1 | $577K | Buy |
7,323
+1,604
| +28% | +$126K | 0.15% | 64 |
|
|
2020
Q4 | $425K | Buy |
+5,719
| New | +$425K | 0.11% | 71 |
|