Harfst & Associates’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,828
| Closed | -$267K | – | 295 |
|
|
2016
Q4 | $267K | Sell |
4,828
-2,590
| -35% | -$143K | 0.13% | 58 |
|
|
2016
Q3 | $363K | Sell |
7,418
-1,815
| -20% | -$88.8K | 0.19% | 43 |
|
|
2016
Q2 | $468K | Sell |
9,233
-518
| -5% | -$26.3K | 0.19% | 77 |
|
|
2016
Q1 | $455K | Hold |
9,751
| – | – | 0.3% | 30 |
|
|
2015
Q4 | $399K | Hold |
9,751
| – | – | 0.16% | 73 |
|
|
2015
Q3 | $380K | Buy |
9,751
+982
| +11% | +$38.3K | 0.17% | 74 |
|
|
2015
Q2 | $317K | Buy |
+8,769
| New | +$317K | 0.18% | 42 |
|