Gateway Wealth Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,302
| Closed | -$218K | – | 274 |
|
|
2023
Q3 | $218K | Buy |
3,302
+384
| +13% | +$25.4K | 0.04% | 241 |
|
|
2023
Q2 | $217K | Buy |
2,918
+3
| +0.1% | +$223 | 0.04% | 224 |
|
|
2023
Q1 | $225K | Buy |
2,915
+4
| +0.1% | +$309 | 0.03% | 202 |
|
|
2022
Q4 | $223K | Buy |
+2,911
| New | +$223K | 0.04% | 180 |
|