Highland Private Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,031
| Closed | -$214K | – | 143 |
|
|
2022
Q3 | $214K | Sell |
3,031
-168
| -5% | -$11.9K | 0.03% | 173 |
|
|
2022
Q2 | $270K | Buy |
3,199
+246
| +8% | +$20.8K | 0.04% | 143 |
|
|
2022
Q1 | $241K | Buy |
2,953
+36
| +1% | +$2.94K | 0.03% | 163 |
|
|
2021
Q4 | $229K | Sell |
2,917
-192
| -6% | -$15.1K | 0.03% | 168 |
|
|
2021
Q3 | $244K | Sell |
3,109
-366
| -11% | -$28.7K | 0.03% | 155 |
|
|
2021
Q2 | $270K | Buy |
3,475
+30
| +0.9% | +$2.33K | 0.04% | 139 |
|
|
2021
Q1 | $271K | Buy |
3,445
+43
| +1% | +$3.38K | 0.04% | 125 |
|
|
2020
Q4 | $252K | Buy |
3,402
+87
| +3% | +$6.44K | 0.04% | 124 |
|
|
2020
Q3 | $207K | Buy |
+3,315
| New | +$207K | 0.04% | 126 |
|