Holt Capital Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,100
| Closed | -$98K | – | 189 |
|
|
2016
Q1 | $98K | Buy |
+2,100
| New | +$98K | 0.04% | 150 |
|
|
2015
Q4 | – | Sell |
-2,100
| Closed | -$82K | – | 188 |
|
|
2015
Q3 | $82K | Hold |
2,100
| – | – | 0.03% | 151 |
|
|
2015
Q2 | $76K | Hold |
2,100
| – | – | 0.03% | 166 |
|
|
2015
Q1 | $79K | Hold |
2,100
| – | – | 0.03% | 166 |
|
|
2014
Q4 | $83K | Buy |
+2,100
| New | +$83K | 0.04% | 163 |
|
|
2014
Q3 | – | Sell |
-2,100
| Closed | -$79K | – | 178 |
|
|
2014
Q2 | $79K | Hold |
2,100
| – | – | 0.04% | 138 |
|
|
2014
Q1 | $76K | Buy |
2,100
+900
| +75% | +$32.6K | 0.04% | 140 |
|
|
2013
Q4 | $43K | Buy |
+1,200
| New | +$43K | 0.03% | 185 |
|