FormulaFolio Investments’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,098
| Closed | -$898K | – | 775 |
|
|
2020
Q4 | $898K | Sell |
12,098
-7,527
| -38% | -$559K | 0.02% | 335 |
|
|
2020
Q3 | $1.22M | Sell |
19,625
-1,160
| -6% | -$72.2K | 0.05% | 132 |
|
|
2020
Q2 | $1.14M | Buy |
+20,785
| New | +$1.14M | 0.05% | 127 |
|
|
2019
Q4 | – | Sell |
-7,661
| Closed | -$608K | – | 387 |
|
|
2019
Q3 | $608K | Buy |
7,661
+4,484
| +141% | +$356K | 0.02% | 205 |
|
|
2019
Q2 | $225K | Buy |
3,177
+32
| +1% | +$2.27K | 0.01% | 296 |
|
|
2019
Q1 | $210K | Sell |
3,145
-115
| -4% | -$7.68K | 0.01% | 316 |
|
|
2018
Q4 | $239K | Hold |
3,260
| – | – | 0.01% | 292 |
|
|
2018
Q3 | $239K | Buy |
3,260
+19
| +0.6% | +$1.39K | 0.01% | 292 |
|
|
2018
Q2 | $221K | Buy |
+3,241
| New | +$221K | 0.01% | 282 |
|
|
2017
Q3 | – | Sell |
-5,428
| Closed | -$273K | – | 239 |
|
|
2017
Q2 | $273K | Sell |
5,428
-1,033
| -16% | -$52K | 0.02% | 181 |
|
|
2017
Q1 | $335K | Buy |
6,461
+1,510
| +30% | +$78.3K | 0.04% | 150 |
|
|
2016
Q4 | $274K | Buy |
+4,951
| New | +$274K | 0.04% | 159 |
|
|
2016
Q1 | – | Sell |
-6,195
| Closed | -$254K | – | 148 |
|
|
2015
Q4 | $254K | Buy |
6,195
+265
| +4% | +$10.9K | 0.06% | 93 |
|
|
2015
Q3 | $231K | Buy |
5,930
+200
| +3% | +$7.79K | 0.07% | 67 |
|
|
2015
Q2 | $207K | Buy |
+5,730
| New | +$207K | 0.06% | 110 |
|