Fragasso Financial Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,830
| Closed | -$545K | – | 107 |
|
|
2017
Q2 | $545K | Sell |
10,830
-720
| -6% | -$36.2K | 0.17% | 56 |
|
|
2017
Q1 | $599K | Sell |
11,550
-17,166
| -60% | -$890K | 0.19% | 56 |
|
|
2016
Q4 | $1.59M | Sell |
28,716
-1,008
| -3% | -$55.8K | 0.53% | 23 |
|
|
2016
Q3 | $1.46M | Buy |
29,724
+2,140
| +8% | +$105K | 0.52% | 22 |
|
|
2016
Q2 | $1.4M | Buy |
27,584
+514
| +2% | +$26.1K | 0.52% | 23 |
|
|
2016
Q1 | $1.27M | Sell |
27,070
-165
| -0.6% | -$7.71K | 0.5% | 24 |
|
|
2015
Q4 | $1.12M | Buy |
27,235
+550
| +2% | +$22.5K | 0.43% | 34 |
|
|
2015
Q3 | $1.04M | Buy |
26,685
+340
| +1% | +$13.2K | 0.41% | 36 |
|
|
2015
Q2 | $951K | Buy |
26,345
+320
| +1% | +$11.6K | 0.39% | 27 |
|
|
2015
Q1 | $981K | Buy |
26,025
+340
| +1% | +$12.8K | 0.39% | 31 |
|
|
2014
Q4 | $1.02M | Buy |
25,685
+235
| +0.9% | +$9.32K | 0.86% | 31 |
|
|
2014
Q3 | $966K | Buy |
25,450
+665
| +3% | +$25.2K | 0.75% | 34 |
|
|
2014
Q2 | $928K | Buy |
+24,785
| New | +$928K | 0.82% | 34 |
|