Hall Private Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-6,407
| Closed | -$543K | – | 43 |
|
2022
Q2 | $543K | Sell |
6,407
-43,645
| -87% | -$3.7M | 0.3% | 30 |
|
2022
Q1 | $4.09M | Buy |
50,052
+24
| +0% | +$1.96K | 2.18% | 17 |
|
2021
Q4 | $3.93M | Sell |
50,028
-826
| -2% | -$64.9K | 2.44% | 17 |
|
2021
Q3 | $3.99M | Buy |
50,854
+12,580
| +33% | +$988K | 2.55% | 17 |
|
2021
Q2 | $2.98M | Buy |
+38,274
| New | +$2.98M | 1.94% | 22 |
|
2020
Q4 | $1.28M | Buy |
+17,215
| New | +$1.28M | 1.05% | 23 |
|