Global Wealth Management Investment Advisory’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-100
| Closed | -$7.31K | – | 399 |
|
2023
Q4 | $7.31K | Hold |
100
| – | – | ﹤0.01% | 309 |
|
2023
Q3 | $6.61K | Hold |
100
| – | – | ﹤0.01% | 319 |
|
2023
Q2 | $7.42K | Buy |
+100
| New | +$7.42K | ﹤0.01% | 312 |
|
2022
Q3 | – | Sell |
-100
| Closed | -$8K | – | 432 |
|
2022
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 304 |
|
2022
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 338 |
|
2021
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 329 |
|
2021
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 337 |
|
2021
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 317 |
|
2021
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 330 |
|
2020
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 312 |
|
2020
Q3 | $6K | Sell |
100
-20
| -17% | -$1.2K | ﹤0.01% | 319 |
|
2020
Q2 | $7K | Hold |
120
| – | – | ﹤0.01% | 398 |
|
2020
Q1 | $5K | Sell |
120
-17
| -12% | -$708 | ﹤0.01% | 418 |
|
2019
Q4 | $12K | Sell |
137
-2
| -1% | -$175 | 0.01% | 336 |
|
2019
Q3 | $11K | Sell |
139
-26
| -16% | -$2.06K | 0.01% | 320 |
|
2019
Q2 | $12K | Buy |
165
+134
| +432% | +$9.75K | 0.01% | 343 |
|
2019
Q1 | $2K | Sell |
31
-96
| -76% | -$6.19K | ﹤0.01% | 575 |
|
2018
Q4 | $8K | Buy |
+127
| New | +$8K | ﹤0.01% | 429 |
|