Hefty Wealth Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-292
| Closed | -$18K | – | 273 |
|
|
2017
Q4 | $18K | Hold |
292
| – | – | 0.01% | 171 |
|
|
2017
Q3 | $16K | Hold |
292
| – | – | 0.01% | 166 |
|
|
2017
Q2 | $14K | Hold |
292
| – | – | 0.01% | 155 |
|
|
2017
Q1 | $15K | Hold |
292
| – | – | 0.01% | 159 |
|
|
2016
Q4 | $16K | Sell |
292
-292
| -50% | -$16K | 0.01% | 149 |
|
|
2016
Q3 | $28K | Buy |
+584
| New | +$28K | 0.02% | 148 |
|