Forte Capital’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-5,121
| Closed | -$200K | – | 154 |
|
2015
Q3 | $200K | Sell |
5,121
-13,020
| -72% | -$508K | 0.09% | 147 |
|
2015
Q2 | $655K | Buy |
18,141
+3,010
| +20% | +$109K | 0.28% | 79 |
|
2015
Q1 | $579K | Buy |
15,131
+1,910
| +14% | +$73.1K | 0.25% | 83 |
|
2014
Q4 | $525K | Buy |
13,221
+5,880
| +80% | +$233K | 0.23% | 95 |
|
2014
Q3 | $279K | Buy |
+7,341
| New | +$279K | 0.13% | 134 |
|