Holistic Financial Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,633
| Closed | -$225K | – | 106 |
|
|
2019
Q4 | $225K | Buy |
2,633
+48
| +2% | +$4.1K | 0.13% | 99 |
|
|
2019
Q3 | $206K | Sell |
2,585
-1,275
| -33% | -$102K | 0.18% | 75 |
|
|
2019
Q2 | $273K | Buy |
+3,860
| New | +$273K | 0.27% | 51 |
|
|
2018
Q2 | – | Sell |
-1,641
| Closed | -$98K | – | 329 |
|
|
2018
Q1 | $98K | Sell |
1,641
-18
| -1% | -$1.08K | 0.08% | 112 |
|
|
2017
Q4 | $101K | Buy |
+1,659
| New | +$101K | 0.08% | 114 |
|